Number of Shares
5,595.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
4.12%
Total Estimate Gain
$652,945.74
% of Total Estimate Gain
70.79%

Wasatch U.S. Select Fund's Heico Corp Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 5,595.00 shares of Heico Corp(HEI.A), totaling $1.18 Mil. This investment constitutes 4.12% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0% of the outstanding Heico Corp(HEI.A) stock.

The initial trade took place in 2022Q2. And since then Wasatch U.S. Select Fund has made 9 purchases of HEI.A, at an average price of $138.69, for a total of 6,651.00 shares. In addition, there have been 2 sales at an average price of $172.76 for 1,056.00 shares. Based on historical transaction data and HEI.A's current price of $248.96, Wasatch U.S. Select Fund's estimated gain on his HEI.A holdings is $652,945.74, reflecting a 70.79% gain to date.

Wasatch U.S. Select Fund HEI.A ($248.96) Holding Chart

Wasatch U.S. Select Fund HEI.A ($248.96) 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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