Number of Shares
233,956.00
Current Holdings Value*
$74.48 Mil
% of Portfolio
3.79%
Total Estimate Gain
$-10.67 Mil
% of Total Estimate Gain
-12.79%

Virtus KAR Small-Mid Cap Core Fund's Pool Corp Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 233,956.00 shares of Pool Corp(POOL), totaling $74.48 Mil. This investment constitutes 3.79% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.62% of the outstanding Pool Corp(POOL) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Small-Mid Cap Core Fund has made 19 purchases of POOL, at an average price of $345.25, for a total of 241,532.00 shares. In addition, there have been 1 sales at an average price of $396.94 for 7,576.00 shares. Based on historical transaction data and POOL's current price of $297.99, Virtus KAR Small-Mid Cap Core Fund's estimated gain on his POOL holdings is $-10.67 Mil, reflecting a -12.79% gain to date.

Virtus KAR Small-Mid Cap Core Fund POOL ($297.99) Holding Chart

Virtus KAR Small-Mid Cap Core Fund POOL ($297.99) 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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