Virtus KAR Small-Cap Core Fund MC Holdings History
Virtus KAR Small-Cap Core Fund's Moelis & Co Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 1.25 Mil shares of Moelis & Co(MC), totaling $72.95 Mil. This investment constitutes 3.73% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 1.68% of the outstanding Moelis & Co(MC) stock.
The initial trade took place in 2019Q3. And since then Virtus KAR Small-Cap Core Fund has made 3 purchases of MC, at an average price of $36.72, for a total of 1.63 Mil shares. In addition, there have been 5 sales at an average price of $50.72 for 378,000.00 shares. Based on historical transaction data and MC's current price of $62.58, Virtus KAR Small-Cap Core Fund's estimated gain on his MC holdings is $37.62 Mil, reflecting a 62.94% gain to date.
Virtus KAR Small-Cap Core Fund MC ($62.58) Holding Chart
Virtus KAR Small-Cap Core Fund MC ($62.58) 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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