Number of Shares
641,487.00
Current Holdings Value*
$135.33 Mil
% of Portfolio
5.14%
Total Estimate Gain
$84.62 Mil
% of Total Estimate Gain
115.83%

Virtus KAR Mid-Cap Core Fund's Heico Corp Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 641,487.00 shares of Heico Corp(HEI.A), totaling $135.33 Mil. This investment constitutes 5.14% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.46% of the outstanding Heico Corp(HEI.A) stock.

The initial trade took place in 2020Q1. And since then Virtus KAR Mid-Cap Core Fund has made 19 purchases of HEI.A, at an average price of $113.89, for a total of 641,487.00 shares. Based on historical transaction data and HEI.A's current price of $245.81, Virtus KAR Mid-Cap Core Fund's estimated gain on his HEI.A holdings is $84.62 Mil, reflecting a 115.83% gain to date.

Virtus KAR Mid-Cap Core Fund HEI.A ($245.81) Holding Chart

Virtus KAR Mid-Cap Core Fund HEI.A ($245.81) 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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