AIMZ Investment Advisors’s Viatris VTRS Stock Holding History

AIMZ Investment Advisors’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
2018 Q4	–	Sell	-7,146	Closed	-$262K	–	104
2018 Q3	$262K	Hold	7,146	–	–	0.17%	90
2018 Q2	$258K	Hold	7,146	–	–	0.18%	89
2018 Q1	$294K	Hold	7,146	–	–	0.21%	88
2017 Q4	$302K	Sell	7,146 -500	-7%	-$19.1K	0.23%	85
2017 Q3	$240K	Sell	7,646 -175	-2%	-$5.94K	0.2%	88
2017 Q2	$304K	Hold	7,821	–	–	0.26%	82
2017 Q1	$305K	Hold	7,821	–	–	0.26%	82
2016 Q4	$298K	Sell	7,821 -675	-8%	-$25.1K	0.27%	81
2016 Q3	$324K	Sell	8,496 -100	-1%	-$4.45K	0.29%	81
2016 Q2	$372K	Sell	8,596 -9,500	-52%	-$420K	0.34%	76
2016 Q1	$957K	Buy	18,096 +9,421	+109%	+$455K	0.42%	67
2015 Q4	$469K	Hold	8,675	–	–	0.43%	70
2015 Q3	$349K	Hold	8,675	–	–	0.32%	77
2015 Q2	$589K	Sell	8,675 -425	-5%	-$30K	0.51%	63
2015 Q1	$540K	Sell	9,100 -200	-2%	-$11.4K	0.46%	63
2014 Q4	$524K	Buy	+9,300	New	+$499K	0.47%	62

Other funds holding VTRS

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

AIMZ Investment Advisors's VTRS Position: Q4 2018 in Review

AIMZ Investment Advisors sold out of Viatris (VTRS) in Q4 2018, closing a stake of 7,146 shares — an estimated $262K sold.

AIMZ Investment Advisors first reported a position in VTRS in Q4 2014 and held it in 16 quarters. The position peaked at $957K in Q1 2016. 502 funds tracked by Wall St. Rank hold VTRS as of Q4 2018.

AIMZ Investment Advisors reported no remaining Viatris position as of Q4 2018 after selling out during the quarter.
AIMZ Investment Advisors sold 7,146 Viatris shares in Q4 2018, an estimated $262K.
AIMZ Investment Advisors first reported a position in Viatris in Q4 2014 and held it in 16 quarters.
AIMZ Investment Advisors's Viatris position peaked at $957K in Q1 2016.
502 funds tracked by Wall St. Rank held Viatris as of Q4 2018.

Based on AIMZ Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.