Number of Shares
2,210.00
Current Holdings Value*
$466,240.00
% of Portfolio
6.47%
Total Estimate Gain
$335,010.53
% of Total Estimate Gain
65.56%

Virtus KAR Small-Mid Cap Growth Fund's Heico Corp Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 2,210.00 shares of Heico Corp(HEI.A), totaling $466,240.00. This investment constitutes 6.47% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding Heico Corp(HEI.A) stock.

The initial trade took place in 2020Q4. And since then Virtus KAR Small-Mid Cap Growth Fund has made 10 purchases of HEI.A, at an average price of $125.49, for a total of 4,072.00 shares. In addition, there have been 5 sales at an average price of $147.69 for 1,862.00 shares. Based on historical transaction data and HEI.A's current price of $258.38, Virtus KAR Small-Mid Cap Growth Fund's estimated gain on his HEI.A holdings is $335,010.53, reflecting a 65.56% gain to date.

Virtus KAR Small-Mid Cap Growth Fund HEI.A ($258.38) Holding Chart

Virtus KAR Small-Mid Cap Growth Fund HEI.A ($258.38) 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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