Number of Shares
16,724.00
Current Holdings Value*
$5.02 Mil
% of Portfolio
8.15%
Total Estimate Gain
$3.71 Mil
% of Total Estimate Gain
77.99%

Virtus KAR Small-Cap Growth Series's Morningstar Inc Holding Summary

As of 2025-03-31, VIRTUS VARIABLE INSURANCE TRUST held 16,724.00 shares of Morningstar Inc(MORN), totaling $5.02 Mil. This investment constitutes 8.15% of their stock portfolio, and VIRTUS VARIABLE INSURANCE TRUST now holds 0.04% of the outstanding Morningstar Inc(MORN) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Small-Cap Growth Series has made 2 purchases of MORN, at an average price of $161.25, for a total of 29,494.00 shares. In addition, there have been 9 sales at an average price of $278.00 for 12,770.00 shares. Based on historical transaction data and MORN's current price of $293.88, Virtus KAR Small-Cap Growth Series's estimated gain on his MORN holdings is $3.71 Mil, reflecting a 77.99% gain to date.

Virtus KAR Small-Cap Growth Series MORN ($293.88) Holding Chart

Virtus KAR Small-Cap Growth Series MORN ($293.88) 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