DF Dent Small Cap Growth Fund HEI.A Holdings History
DF Dent Small Cap Growth Fund's Heico Corp Holding Summary
As of 2025-03-31, FORUM FUNDS held 34,852.00 shares of Heico Corp(HEI.A), totaling $7.35 Mil. This investment constitutes 4.25% 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 Small Cap Growth Fund has made 11 purchases of HEI.A, at an average price of $133.76, for a total of 55,061.00 shares. In addition, there have been 8 sales at an average price of $178.49 for 20,209.00 shares. Based on historical transaction data and HEI.A's current price of $253.13, DF Dent Small Cap Growth Fund's estimated gain on his HEI.A holdings is $5.06 Mil, reflecting a 68.77% gain to date.
DF Dent Small Cap Growth Fund HEI.A ($253.13) Holding Chart
DF Dent Small Cap Growth Fund HEI.A ($253.13) 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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