Crown Oak Advisors, LLC HEI.A Holdings History
Number of Shares
65,511.00
Current Holdings Value*
$16.95 Mil
% of Portfolio
8.02%
Total Estimate Gain
$7.61 Mil
% of Total Estimate Gain
85.77%
Crown Oak Advisors, LLC's Heico Corp Holding Summary
As of 2025-06-30, Crown Oak Advisors, LLC held 65,511.00 shares of Heico Corp(HEI.A), totaling $16.95 Mil. This investment constitutes 8.02% of their stock portfolio, and Crown Oak Advisors, LLC now holds 0.05% of the outstanding Heico Corp(HEI.A) stock.
The initial trade took place in 2023Q4. Based on historical transaction data and HEI.A's current price of $251.49, Crown Oak Advisors, LLC's estimated gain on his HEI.A holdings is $7.61 Mil, reflecting a 85.77% gain to date.
Crown Oak Advisors, LLC HEI.A ($251.49) Holding Chart
Crown Oak Advisors, LLC HEI.A ($251.49) 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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