Quotient Wealth Partners, LLC Heico Corp Transaction History

Quotient Wealth Partners, LLC

$2.86 Trillion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$170.61 - $199.38 $63,978 - $74,767	-375 Reduced 20.86%	1,423 $272 Million
Q4 2023 Feb 07, 2024	BUY	$156.87 - $186.0 $282,052 - $334,428	1,798 New	1,798 $322 Million

Others Institutions Holding HEI

# of Institutions

580

Shares Held

39.1M

Call Options Held

106K

Put Options Held

93.1K

Black Rock Inc. New York, NY

4.83M
Shares

$1.27 Billion
0.02% of portfolio
Capital World Investors Los Angeles, CA

3.74M
Shares

$981 Million
0.14% of portfolio
Vanguard Group Inc Valley Forge, PA

3.71M
Shares

$973 Million
0.02% of portfolio
Capital International Investors Los Angeles, CA

2.11M
Shares

$555 Million
0.1% of portfolio
Lazard Asset Management LLC New York, NY

1.5M
Shares

$394 Million
0.46% of portfolio

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $14.3B

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