Number of Shares
241,407.00
Current Holdings Value*
$89.23 Mil
% of Portfolio
4.56%
Total Estimate Gain
$265.54 Mil
% of Total Estimate Gain
433.13%

Virtus KAR Small-Cap Core Fund's EMCOR Group Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 241,407.00 shares of EMCOR Group Inc(EME), totaling $89.23 Mil. This investment constitutes 4.56% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.54% of the outstanding EMCOR Group Inc(EME) stock.

The initial trade took place in 2020Q1. And since then Virtus KAR Small-Cap Core Fund has made 3 purchases of EME, at an average price of $71.79, for a total of 853,970.00 shares. In addition, there have been 10 sales at an average price of $324.45 for 612,563.00 shares. Based on historical transaction data and EME's current price of $530.62, Virtus KAR Small-Cap Core Fund's estimated gain on his EME holdings is $265.54 Mil, reflecting a 433.13% gain to date.

Virtus KAR Small-Cap Core Fund EME ($530.62) Holding Chart

Virtus KAR Small-Cap Core Fund EME ($530.62) 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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