Advisory Research’s Viatris VTRS Stock Holding History

Advisory Research’s Portfolio VTRS Stock Details VTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,249	Closed	-$61K	–	669
2014 Q1	$61K	Buy	+1,249	New	+$60.6K	﹤0.01%	755

Other funds holding VTRS

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's VTRS Position: Q2 2014 in Review

Advisory Research sold out of Viatris (VTRS) in Q2 2014, closing a stake of 1,249 shares — an estimated $61K sold.

Advisory Research first reported a position in VTRS in Q1 2014 and held it in 1 quarter. The position peaked at $61K in Q1 2014. 640 funds tracked by Wall St. Rank hold VTRS as of Q2 2014.

Advisory Research reported no remaining Viatris position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,249 Viatris shares in Q2 2014, an estimated $61K.
Advisory Research first reported a position in Viatris in Q1 2014 and held it in 1 quarter.
Advisory Research's Viatris position peaked at $61K in Q1 2014.
640 funds tracked by Wall St. Rank held Viatris as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.