Number of Shares
1.90 Mil
Current Holdings Value*
$74.64 Mil
% of Portfolio
3.8%
Total Estimate Gain
$25.62 Mil
% of Total Estimate Gain
28.77%

Virtus KAR Small-Mid Cap Core Fund's Bentley Systems Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 1.90 Mil shares of Bentley Systems Inc(BSY), totaling $74.64 Mil. This investment constitutes 3.8% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.63% of the outstanding Bentley Systems Inc(BSY) stock.

The initial trade took place in 2020Q3. And since then Virtus KAR Small-Mid Cap Core Fund has made 15 purchases of BSY, at an average price of $43.79, for a total of 2.03 Mil shares. In addition, there have been 2 sales at an average price of $36.63 for 136,512.00 shares. Based on historical transaction data and BSY's current price of $57.81, Virtus KAR Small-Mid Cap Core Fund's estimated gain on his BSY holdings is $25.62 Mil, reflecting a 28.77% gain to date.

Virtus KAR Small-Mid Cap Core Fund BSY ($57.81) Holding Chart

Virtus KAR Small-Mid Cap Core Fund BSY ($57.81) 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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