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 %

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