Quotient Wealth Partners, LLC Heico Corp Transaction History

Quotient Wealth Partners, LLC

$3.04 Trillion
Q3 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

629

Shares Held

38.3M

Call Options Held

211K

Put Options Held

140K

Black Rock Inc. New York, NY

4.83M
Shares

$1.16 Billion
0.02% of portfolio
Capital World Investors Los Angeles, CA

3.93M
Shares

$944 Million
0.16% of portfolio
Vanguard Group Inc Valley Forge, PA

3.68M
Shares

$884 Million
0.02% of portfolio
State Street Corp Boston, MA

1.48M
Shares

$354 Million
0.02% of portfolio
Capital International Investors Los Angeles, CA

1.46M
Shares

$351 Million
0.08% of portfolio

About HEICO CORP

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

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