Number of Shares
52,589.00
Current Holdings Value*
$23.91 Mil
% of Portfolio
1.11%
Total Estimate Gain
$75.78 Mil
% of Total Estimate Gain
37.99%

Virtus KAR Small-Cap Growth Fund's FactSet Research Systems Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 52,589.00 shares of FactSet Research Systems Inc(FDS), totaling $23.91 Mil. This investment constitutes 1.11% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.14% of the outstanding FactSet Research Systems Inc(FDS) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Small-Cap Growth Fund has made 1 purchases of FDS, at an average price of $279.50, for a total of 713,708.00 shares. In addition, there have been 14 sales at an average price of $381.69 for 661,119.00 shares. Based on historical transaction data and FDS's current price of $435.87, Virtus KAR Small-Cap Growth Fund's estimated gain on his FDS holdings is $75.78 Mil, reflecting a 37.99% gain to date.

Virtus KAR Small-Cap Growth Fund FDS ($435.87) Holding Chart

Virtus KAR Small-Cap Growth Fund FDS ($435.87) 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 %

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