DF Dent Premier Growth Fund HEI.A Holdings History
DF Dent Premier Growth Fund's Heico Corp Holding Summary
As of 2025-03-31, FORUM FUNDS held 43,532.00 shares of Heico Corp(HEI.A), totaling $9.18 Mil. This investment constitutes 4.18% of their stock portfolio, and FORUM FUNDS now holds 0.03% of the outstanding Heico Corp(HEI.A) stock.
The initial trade took place in 2020Q1. And since then DF Dent Premier Growth Fund has made 4 purchases of HEI.A, at an average price of $92.74, for a total of 119,836.00 shares. In addition, there have been 9 sales at an average price of $134.48 for 76,304.00 shares. Based on historical transaction data and HEI.A's current price of $251.49, DF Dent Premier Growth Fund's estimated gain on his HEI.A holdings is $10.10 Mil, reflecting a 90.84% gain to date.
DF Dent Premier Growth Fund HEI.A ($251.49) Holding Chart
DF Dent Premier Growth Fund 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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