Number of Shares
3,246.00
Current Holdings Value*
$253,610.00
% of Portfolio
3.52%
Total Estimate Gain
$-61,688.38
% of Total Estimate Gain
-20.19%

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

As of 2025-03-31, VIRTUS EQUITY TRUST held 3,246.00 shares of AAON Inc(AAON), totaling $253,610.00. This investment constitutes 3.52% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding AAON Inc(AAON) stock.

The initial trade took place in 2024Q3. And since then Virtus KAR Small-Mid Cap Growth Fund has made 3 purchases of AAON, at an average price of $94.14, for a total of 3,246.00 shares. Based on historical transaction data and AAON's current price of $75.14, Virtus KAR Small-Mid Cap Growth Fund's estimated gain on his AAON holdings is $-61,688.38, reflecting a -20.19% gain to date.

Virtus KAR Small-Mid Cap Growth Fund AAON ($75.14) Holding Chart

Virtus KAR Small-Mid Cap Growth Fund AAON ($75.14) 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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