Conestoga Mid Cap Fund HEI.A Holdings History
Number of Shares
800.00
Current Holdings Value*
$168,780.00
% of Portfolio
5.73%
Total Estimate Gain
$95,306.45
% of Total Estimate Gain
94.04%
Conestoga Mid Cap Fund's Heico Corp Holding Summary
As of 2025-03-31, CONESTOGA FUNDS held 800.00 shares of Heico Corp(HEI.A), totaling $168,780.00. This investment constitutes 5.73% of their stock portfolio, and CONESTOGA FUNDS now holds 0% of the outstanding Heico Corp(HEI.A) stock.
The initial trade took place in 2021Q2. And since then Conestoga Mid Cap Fund has made 7 purchases of HEI.A, at an average price of $126.68, for a total of 800.00 shares. Based on historical transaction data and HEI.A's current price of $245.81, Conestoga Mid Cap Fund's estimated gain on his HEI.A holdings is $95,306.45, reflecting a 94.04% gain to date.
Conestoga Mid Cap Fund HEI.A ($245.81) Holding Chart
Conestoga Mid Cap Fund HEI.A ($245.81) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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