Number of Shares
238,526.00
Current Holdings Value*
$29.15 Mil
% of Portfolio
3.95%
Total Estimate Gain
$8.47 Mil
% of Total Estimate Gain
23.84%

Virtus KAR Small-Cap Value Fund's JBT Marel Corp Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 238,526.00 shares of JBT Marel Corp(JBTM), totaling $29.15 Mil. This investment constitutes 3.95% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.46% of the outstanding JBT Marel Corp(JBTM) stock.

The initial trade took place in 2020Q2. And since then Virtus KAR Small-Cap Value Fund has made 7 purchases of JBTM, at an average price of $96.55, for a total of 367,834.00 shares. In addition, there have been 8 sales at an average price of $111.83 for 129,308.00 shares. Based on historical transaction data and JBTM's current price of $123.76, Virtus KAR Small-Cap Value Fund's estimated gain on his JBTM holdings is $8.47 Mil, reflecting a 23.84% gain to date.

Virtus KAR Small-Cap Value Fund JBTM ($123.76) Holding Chart

Virtus KAR Small-Cap Value Fund JBTM ($123.76) 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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