Virtus KAR Small-Mid Cap Value Fund BJ Holdings History
Virtus KAR Small-Mid Cap Value Fund's BJ's Wholesale Club Holdings Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 2,072.00 shares of BJ's Wholesale Club Holdings Inc(BJ), totaling $236,420.00. This investment constitutes 4.19% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding BJ's Wholesale Club Holdings Inc(BJ) stock.
The initial trade took place in 2023Q4. And since then Virtus KAR Small-Mid Cap Value Fund has made 2 purchases of BJ, at an average price of $68.21, for a total of 2,501.00 shares. In addition, there have been 3 sales at an average price of $84.53 for 429.00 shares. Based on historical transaction data and BJ's current price of $109.44, Virtus KAR Small-Mid Cap Value Fund's estimated gain on his BJ holdings is $92,427.30, reflecting a 54.18% gain to date.
Virtus KAR Small-Mid Cap Value Fund BJ ($109.44) Holding Chart
Virtus KAR Small-Mid Cap Value Fund BJ ($109.44) 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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