Virtus KAR Small-Cap Growth Fund MORN Holdings History
Virtus KAR Small-Cap Growth Fund's Morningstar Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 570,290.00 shares of Morningstar Inc(MORN), totaling $171.01 Mil. This investment constitutes 7.95% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 1.35% of the outstanding Morningstar Inc(MORN) stock.
The initial trade took place in 2019Q3. And since then Virtus KAR Small-Cap Growth Fund has made 2 purchases of MORN, at an average price of $158.83, for a total of 1.65 Mil shares. In addition, there have been 12 sales at an average price of $266.00 for 1.08 Mil shares. Based on historical transaction data and MORN's current price of $311.36, Virtus KAR Small-Cap Growth Fund's estimated gain on his MORN holdings is $202.47 Mil, reflecting a 77.36% gain to date.
Virtus KAR Small-Cap Growth Fund MORN ($311.36) Holding Chart
Virtus KAR Small-Cap Growth Fund MORN ($311.36) 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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