Virtus KAR Small-Cap Core Fund UFPI Holdings History
Number of Shares
723,745.00
Current Holdings Value*
$77.47 Mil
% of Portfolio
3.96%
Total Estimate Gain
$3.19 Mil
% of Total Estimate Gain
4.36%
Virtus KAR Small-Cap Core Fund's UFP Industries Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 723,745.00 shares of UFP Industries Inc(UFPI), totaling $77.47 Mil. This investment constitutes 3.96% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 1.2% of the outstanding UFP Industries Inc(UFPI) stock.
The initial trade took place in 2023Q2. And since then Virtus KAR Small-Cap Core Fund has made 5 purchases of UFPI, at an average price of $101.06, for a total of 723,745.00 shares. Based on historical transaction data and UFPI's current price of $105.47, Virtus KAR Small-Cap Core Fund's estimated gain on his UFPI holdings is $3.19 Mil, reflecting a 4.36% gain to date.
Virtus KAR Small-Cap Core Fund UFPI ($105.47) Holding Chart
Virtus KAR Small-Cap Core Fund UFPI ($105.47) 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