Clearstead Trust, LLC Heico Corp Transaction History

Clearstead Trust, LLC

$340 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 17, 2020	SELL	$68.08 - $116.72 $952,847 - $1.63 Million	-13,996 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$61.66 - $129.76 $862,993 - $1.82 Million	13,996 New	13,996 $1.04 Million

Others Institutions Holding HEI

# of Institutions

536

Shares Held

38.1M

Call Options Held

189K

Put Options Held

63.6K

Black Rock Inc. New York, NY

4.92M
Shares

$1.12 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

3.62M
Shares

$825 Million
0.01% of portfolio
Capital World Investors Los Angeles, CA

3.23M
Shares

$735 Million
0.11% of portfolio
Capital International Investors Los Angeles, CA

2.02M
Shares

$460 Million
0.08% of portfolio
Lazard Asset Management LLC New York, NY

1.67M
Shares

$382 Million
0.39% of portfolio

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $12.4B

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