Current Value of Holding

$632 Thousand

Shares

3.06 Thousand

% of Portfolio

0.01%

Average Buy Price

$134

Avg closing price
Price range

32 Joel Greenblatt Heico Trades

Joel Greenblatt acquired 3.06 Thousand Heico shares worth $632 Thousand. That's 0.01% of their equity portfolio (906th largest holding). The first Heico trade was made in Q3 2011. Since then Joel Greenblatt bought shares fourteen more times and sold shares on seventeen occasions. The stake costed the investor $409 Thousand, netting the investor a gain of 54% so far.

Avg closing price
Price range
Sold 25.5% shares (-1.04 Thousand shares) Q4 2023
Avg closing price $169.30
Price range $156.87 - $186.00
Increased shares by 9.3% (+349 shares) Q3 2023
Avg closing price $169.70
Price range $157.41 - $180.29
Sold 8.9% shares (-367 shares) Q2 2023
Avg closing price $168.55
Price range $154.58 - $178.94
Sold 54.0% shares (-4.83 Thousand shares) Q1 2023
Avg closing price $168.38
Price range $151.52 - $177.31
Increased shares by 121.3% (+4.9 Thousand shares) Q4 2022
Avg closing price $155.70
Price range $139.73 - $164.70
Increased shares by 0.9% (+37 shares) Q3 2022
Avg closing price $149.93
Price range $130.94 - $165.56
Increased shares by 4.3% (+165 shares) Q2 2022
Avg closing price $140.92
Price range $127.59 - $157.21
Sold 18.0% shares (-845 shares) Q1 2022
Avg closing price $145.16
Price range $135.21 - $155.09
Sold 54.7% shares (-5.66 Thousand shares) Q4 2021
Avg closing price $140.96
Price range $133.37 - $149.80
Increased shares by 180.3% (+6.65 Thousand shares) Q3 2021
Avg closing price $131.69
Price range $123.07 - $142.20
Sold 48.6% shares (-3.49 Thousand shares) Q2 2021
Avg closing price $137.98
Price range $127.98 - $148.24
Increased shares by 156.9% (+4.38 Thousand shares) Q1 2021
Avg closing price $128.49
Price range $116.13 - $138.78
Sold 38.7% shares (-1.76 Thousand shares) Q4 2020
Avg closing price $122.00
Price range $104.18 - $135.47
Increased shares by 99.2% (+2.27 Thousand shares) Q3 2020
Avg closing price $103.31
Price range $93.63 - $114.51
Sold 71.5% shares (-5.73 Thousand shares) Q2 2020
Avg closing price $92.32
Price range $68.08 - $116.72
Sold 59.6% shares (-11.8 Thousand shares) Q1 2020
Avg closing price $109.32
Price range $61.66 - $129.76
Sold 8.7% shares (-1.89 Thousand shares) Q4 2019
Avg closing price $123.07
Price range $114.15 - $132.76
Increased shares by 700.2% (+19 Thousand shares) Q3 2019
Avg closing price $136.70
Price range $123.77 - $145.95
New holding (+2.72 Thousand shares) Q2 2019
Avg closing price $111.23
Price range $97.75 - $133.81
Sold -22 Thousand shares Q1 2016
Avg closing price $35.92
Price range $33.52 - $38.87

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