Number of Shares
245,690.00
Current Holdings Value*
$82.78 Mil
% of Portfolio
4.23%
Total Estimate Gain
$27.20 Mil
% of Total Estimate Gain
47.04%

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

As of 2025-03-31, VIRTUS EQUITY TRUST held 245,690.00 shares of Kadant Inc(KAI), totaling $82.78 Mil. This investment constitutes 4.23% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 2.09% of the outstanding Kadant Inc(KAI) stock.

The initial trade took place in 2023Q3. And since then Virtus KAR Small-Cap Core Fund has made 3 purchases of KAI, at an average price of $225.32, for a total of 256,690.00 shares. In addition, there have been 1 sales at an average price of $363.26 for 11,000.00 shares. Based on historical transaction data and KAI's current price of $329.87, Virtus KAR Small-Cap Core Fund's estimated gain on his KAI holdings is $27.20 Mil, reflecting a 47.04% gain to date.

Virtus KAR Small-Cap Core Fund KAI ($329.87) Holding Chart

Virtus KAR Small-Cap Core Fund KAI ($329.87) 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 %

Top Ranked Articles

  • 1