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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