Number of Shares
30,905.00
Current Holdings Value*
$15.70 Mil
% of Portfolio
2.67%
Total Estimate Gain
$4.22 Mil
% of Total Estimate Gain
31.55%

Virtus KAR Capital Growth Fund's S&P Global Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 30,905.00 shares of S&P Global Inc(SPGI), totaling $15.70 Mil. This investment constitutes 2.67% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.01% of the outstanding S&P Global Inc(SPGI) stock.

The initial trade took place in 2022Q4. And since then Virtus KAR Capital Growth Fund has made 2 purchases of SPGI, at an average price of $391.94, for a total of 34,147.00 shares. In addition, there have been 7 sales at an average price of $415.79 for 3,242.00 shares. Based on historical transaction data and SPGI's current price of $526.06, Virtus KAR Capital Growth Fund's estimated gain on his SPGI holdings is $4.22 Mil, reflecting a 31.55% gain to date.

Virtus KAR Capital Growth Fund SPGI ($526.06) Holding Chart

Virtus KAR Capital Growth Fund SPGI ($526.06) 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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