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Bellwether Investment Group’s Viatris VTRS Stock Holding History

Bellwether Investment Group’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
2017
Q4 		– Sell
-6,437
Closed -$202K – 73
2017
Q3 		$202K Sell
6,437
-185
-3% -$6.28K 0.95% 54
2017
Q2 		$257K Buy
6,622
+23
+0.3% +$883 1.19% 41
2017
Q1 		$257K Buy
6,599
+789
+14% +$31.8K 0.68% 41
2016
Q4 		$222K Buy
+5,810
New +$216K 0.2% 123

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Bellwether Investment Group's VTRS Position: Q4 2017 in Review

Bellwether Investment Group sold out of Viatris (VTRS) in Q4 2017, closing a stake of 6,437 shares — an estimated $202K sold.

Bellwether Investment Group first reported a position in VTRS in Q4 2016 and held it in 4 quarters. The position peaked at $257K in Q2 2017. 538 funds tracked by Wall St. Rank hold VTRS as of Q4 2017.

  • Bellwether Investment Group reported no remaining Viatris position as of Q4 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 6,437 Viatris shares in Q4 2017, an estimated $202K.
  • Bellwether Investment Group first reported a position in Viatris in Q4 2016 and held it in 4 quarters.
  • Bellwether Investment Group's Viatris position peaked at $257K in Q2 2017.
  • 538 funds tracked by Wall St. Rank held Viatris as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.