Virtus KAR Small-Cap Core Fund DCI Holdings History
Virtus KAR Small-Cap Core Fund's Donaldson Co Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 637,338.00 shares of Donaldson Co Inc(DCI), totaling $42.74 Mil. This investment constitutes 2.19% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.55% of the outstanding Donaldson Co Inc(DCI) stock.
The initial trade took place in 2019Q3. And since then Virtus KAR Small-Cap Core Fund has made 2 purchases of DCI, at an average price of $56.60, for a total of 818,638.00 shares. In addition, there have been 6 sales at an average price of $56.18 for 181,300.00 shares. Based on historical transaction data and DCI's current price of $70.81, Virtus KAR Small-Cap Core Fund's estimated gain on his DCI holdings is $8.98 Mil, reflecting a 19.37% gain to date.
Virtus KAR Small-Cap Core Fund DCI ($70.81) Holding Chart
Virtus KAR Small-Cap Core Fund DCI ($70.81) 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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