Virtus KAR International Small-Mid Cap Fund LSE:AJB Holdings History
Virtus KAR International Small-Mid Cap Fund's AJ Bell PLC Holding Summary
As of 2025-03-31, Virtus KAR International Small-Mid Cap Fund held 6.76 Mil shares of AJ Bell PLC(LSE:AJB), totaling £35.45 Mil. This investment constitutes 3.89% of their stock portfolio, and Virtus KAR International Small-Mid Cap Fund now holds 1.67% of the outstanding AJ Bell PLC(LSE:AJB) stock.
The initial trade took place in 2023Q2. And since then Virtus KAR International Small-Mid Cap Fund has made 1 purchases of LSE:AJB, at an average price of £3.04, for a total of 9.02 Mil shares. In addition, there have been 3 sales at an average price of £4.55 for 2.25 Mil shares. Based on historical transaction data and LSE:AJB's current price of £5.25, Virtus KAR International Small-Mid Cap Fund's estimated gain on his LSE:AJB holdings is £18.32 Mil, reflecting a 66.84% gain to date.
Virtus KAR International Small-Mid Cap Fund LSE:AJB (£5.25) Holding Chart
Virtus KAR International Small-Mid Cap Fund LSE:AJB (£5.25) 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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