Wcm Investment Management, LLC Heico Corp Transaction History

Wcm Investment Management, LLC

$38.6 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$156.87 - $186.0 $51,610 - $61,194	329 Added 59.39%	883 $157,000
Q3 2023 Oct 10, 2023	SELL	$157.41 - $180.29 $28,648 - $32,812	-182 Reduced 24.73%	554 $89,000
Q1 2023 May 15, 2023	BUY	$151.52 - $177.31 $1,818 - $2,127	12 Added 1.66%	736 $125,000
Q4 2022 Feb 06, 2023	SELL	$139.73 - $164.7 $9.45 Million - $11.1 Million	-67,638 Reduced 98.94%	724 $111,000
Q3 2022 Oct 18, 2022	BUY	$130.94 - $165.56 $3.85 Million - $4.86 Million	29,371 Added 75.33%	68,362 $9.83 Million
Q2 2022 Aug 09, 2022	SELL	$127.59 - $157.21 $1.55 Million - $1.9 Million	-12,115 Reduced 23.71%	38,991 $5.08 Million
Q1 2022 May 06, 2022	BUY	$135.21 - $155.09 $1.42 Million - $1.62 Million	10,466 Added 25.75%	51,106 $7.85 Million
Q4 2021 Jan 26, 2022	BUY	$133.37 - $149.8 $1.78 Million - $2 Million	13,370 Added 49.03%	40,640 $5.86 Million
Q3 2021 Nov 02, 2021	BUY	$123.07 - $142.2 $753,803 - $870,974	6,125 Added 28.97%	27,270 $3.6 Million
Q2 2021 Aug 05, 2021	BUY	$127.98 - $148.24 $2.43 Million - $2.82 Million	19,005 Added 888.08%	21,145 $2.95 Million
Q1 2021 May 13, 2021	BUY	$116.13 - $138.78 $14,400 - $17,208	124 Added 6.15%	2,140 $269,000
Q4 2020 Feb 23, 2021	BUY	$104.18 - $135.47 $3,437 - $4,470	33 Added 1.66%	2,016 $267,000
Q4 2020 Feb 16, 2021	BUY	$104.18 - $135.47 $206,588 - $268,637	1,983 New	1,983 $263,000

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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