Everence Capital Management’s Virtus Investment Partners VRTS Stock Holding History

Everence Capital Management’s Portfolio VRTS Stock Details VRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-920	Closed	-$203K	–	851
2024 Q4	$203K	Buy	+920	New	+$209K	0.01%	781
2024 Q3	–	Sell	-920	Closed	-$202	–	814
2024 Q2	$202	Hold	920	–	–	0.01%	680
2024 Q1	$228	Hold	920	–	–	0.02%	673
2023 Q4	$222K	Buy	+920	New	+$184K	0.02%	671
2022 Q2	–	Sell	-920	Closed	-$221K	–	770
2022 Q1	$221K	Hold	920	–	–	0.02%	659
2021 Q4	$273K	Hold	920	–	–	0.02%	621
2021 Q3	$285K	Hold	920	–	–	0.02%	582
2021 Q2	$256K	Hold	920	–	–	0.02%	612
2021 Q1	$217K	Buy	+920	New	+$221K	0.02%	665

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Everence Capital Management's VRTS Position: Q1 2025 in Review

Everence Capital Management sold out of Virtus Investment Partners (VRTS) in Q1 2025, closing a stake of 920 shares — an estimated $203K sold.

Everence Capital Management first reported a position in VRTS in Q1 2021 and held it in 9 quarters. The position peaked at $285K in Q3 2021. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

Everence Capital Management reported no remaining Virtus Investment Partners position as of Q1 2025 after selling out during the quarter.
Everence Capital Management sold 920 Virtus Investment Partners shares in Q1 2025, an estimated $203K.
Everence Capital Management first reported a position in Virtus Investment Partners in Q1 2021 and held it in 9 quarters.
Everence Capital Management's Virtus Investment Partners position peaked at $285K in Q3 2021.
236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on Everence Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.