Number of Shares
553.00
Current Holdings Value*
$312,800.00
% of Portfolio
4.38%
Total Estimate Gain
$75,082.04
% of Total Estimate Gain
25.94%

Virtus SGA New Leaders Growth Fund's MSCI Inc Holding Summary

As of 2023-12-31, VIRTUS EQUITY TRUST held 553.00 shares of MSCI Inc(MSCI), totaling $312,800.00. This investment constitutes 4.38% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding MSCI Inc(MSCI) stock.

The initial trade took place in 2020Q4. And since then Virtus SGA New Leaders Growth Fund has made 5 purchases of MSCI, at an average price of $439.94, for a total of 658.00 shares. In addition, there have been 1 sales at an average price of $610.57 for 105.00 shares. Based on historical transaction data and MSCI's current price of $543.31, Virtus SGA New Leaders Growth Fund's estimated gain on his MSCI holdings is $75,082.04, reflecting a 25.94% gain to date.

Virtus SGA New Leaders Growth Fund MSCI ($543.31) Holding Chart

Virtus SGA New Leaders Growth Fund MSCI ($543.31) 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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