Kovitz Investment Group Partners, LLC Heico Corp Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Heico Corp stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 10,935 shares of HEI stock, worth $2.62 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,935
Previous 11,993 8.82%
Holding current value
$2.62 Million
Previous $2.68 Million 6.64%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$220.59 - $267.96 $233,384 - $283,501
-1,058 Reduced 8.82%
10,935 $2.86 Million
Q2 2024

Aug 14, 2024
BUY
$187.69 - $228.95 $1.3 Million - $1.58 Million
6,909 Added 135.9%
11,993 $2.68 Million
Q1 2024

May 14, 2024
BUY
$170.61 - $199.38 $867,381 - $1.01 Million
5,084 New
5,084 $971,000

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

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $13.1B
More about HEI
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email