Forum Financial Management, LP Heico Corp Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 2024

A detailed history of Forum Financial Management, LP transactions in Heico Corp stock. As of the latest transaction made, Forum Financial Management, LP holds 4,035 shares of HEI stock, worth $968,601. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,035

Previous 4,034 0.02%

Holding current value

$968,601

Previous $902,000 16.96%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$220.59 - $267.96 $220 - $267	1 Added 0.02%	4,035 $1.06 Million
Q2 2024 Jul 30, 2024	BUY	$187.69 - $228.95 $187 - $228	1 Added 0.02%	4,034 $902,000
Q2 2023 Jul 26, 2023	SELL	$154.58 - $178.94 $309 - $357	-2 Reduced 0.05%	4,033 $713,000
Q1 2023 Apr 19, 2023	BUY	$151.52 - $177.31 $151 - $177	1 Added 0.02%	4,035 $690,000
Q4 2022 Jan 24, 2023	BUY	$139.73 - $164.7 $139 - $164	1 Added 0.02%	4,034 $0
Q2 2022 Aug 15, 2022	BUY	$127.59 - $157.21 $4,720 - $5,816	37 Added 0.93%	4,033 $529,000
Q1 2022 May 16, 2022	BUY	$135.21 - $155.09 $4,461 - $5,117	33 Added 0.83%	3,996 $613,000
Q4 2021 Feb 18, 2022	BUY	$133.37 - $149.8 $528,545 - $593,657	3,963 New	3,963 $572,000

Others Institutions Holding HEI

# of Institutions

629

Shares Held

38.3M

Call Options Held

211K

Put Options Held

140K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $13.1B

More about HEI

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Forum Financial Management, LP Heico Corp Transaction History