Number of Shares
34,124.00
Current Holdings Value*
$9.03 Mil
% of Portfolio
4.55%
Total Estimate Gain
$9.70 Mil
% of Total Estimate Gain
176.64%

Riverbridge Growth Fund's Heico Corp Holding Summary

As of 2025-02-28, Investment Managers Series Trust held 34,124.00 shares of Heico Corp(HEI), totaling $9.03 Mil. This investment constitutes 4.55% of their stock portfolio, and Investment Managers Series Trust now holds 0.02% of the outstanding Heico Corp(HEI) stock.

The initial trade took place in 2020Q2. And since then Riverbridge Growth Fund has made 6 purchases of HEI, at an average price of $93.93, for a total of 58,442.00 shares. In addition, there have been 14 sales at an average price of $184.65 for 24,318.00 shares. Based on historical transaction data and HEI's current price of $313.41, Riverbridge Growth Fund's estimated gain on his HEI holdings is $9.70 Mil, reflecting a 176.64% gain to date.

Riverbridge Growth Fund HEI ($313.41) Holding Chart

Riverbridge Growth Fund HEI ($313.41) 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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