Number of Shares
1.02 Mil
Current Holdings Value*
$79.66 Mil
% of Portfolio
3.7%
Total Estimate Gain
$224.51 Mil
% of Total Estimate Gain
115.58%

Virtus KAR Small-Cap Growth Fund's AAON Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 1.02 Mil shares of AAON Inc(AAON), totaling $79.66 Mil. This investment constitutes 3.7% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 1.25% of the outstanding AAON Inc(AAON) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Small-Cap Growth Fund has made 1 purchases of AAON, at an average price of $32.30, for a total of 6.01 Mil shares. In addition, there have been 14 sales at an average price of $68.48 for 4.99 Mil shares. Based on historical transaction data and AAON's current price of $75.25, Virtus KAR Small-Cap Growth Fund's estimated gain on his AAON holdings is $224.51 Mil, reflecting a 115.58% gain to date.

Virtus KAR Small-Cap Growth Fund AAON ($75.25) Holding Chart

Virtus KAR Small-Cap Growth Fund AAON ($75.25) 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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