Riverbridge Eco Leaders Fund HEI Holdings History
Number of Shares
3,342.00
Current Holdings Value*
$420,360.00
% of Portfolio
2.86%
Total Estimate Gain
$751,810.36
% of Total Estimate Gain
250.37%
Riverbridge Eco Leaders Fund's Heico Corp Holding Summary
As of 2021-02-28, Investment Managers Series Trust held 3,342.00 shares of Heico Corp(HEI), totaling $420,360.00. This investment constitutes 2.86% of their stock portfolio, and Investment Managers Series Trust now holds 0% of the outstanding Heico Corp(HEI) stock.
The initial trade took place in 2020Q2. And since then Riverbridge Eco Leaders Fund has made 3 purchases of HEI, at an average price of $89.85, for a total of 3,342.00 shares. Based on historical transaction data and HEI's current price of $314.81, Riverbridge Eco Leaders Fund's estimated gain on his HEI holdings is $751,810.36, reflecting a 250.37% gain to date.
Riverbridge Eco Leaders Fund HEI ($314.81) Holding Chart
Riverbridge Eco Leaders Fund HEI ($314.81) 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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