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Berman Capital Advisors’s Viatris VTRS Stock Holding History

Berman Capital 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
2021
Q3 		$78K Buy
5,814
+2,120
+57% +$30.1K 0.01% 515
2021
Q2 		$52K Sell
3,694
-860
-19% -$12.4K 0.01% 561
2021
Q1 		$62K Buy
4,554
+1,055
+30% +$17.2K 0.01% 412
2020
Q4 		$64K Buy
3,499
+2,710
+343% +$44.2K 0.02% 345
2020
Q3 		$11K Buy
789
+608
+336% +$9.71K ﹤0.01% 776
2020
Q2 		$2K Sell
181
-998
-85% -$16.2K ﹤0.01% 1329
2020
Q1 		$17K Buy
1,179
+287
+32% +$5.5K 0.01% 542
2019
Q4 		$17K Sell
892
-435
-33% -$8.1K ﹤0.01% 580
2019
Q3 		$26K Buy
1,327
+904
+214% +$17.7K 0.01% 444
2019
Q2 		$8K Buy
423
+212
+100% +$4.69K ﹤0.01% 828
2019
Q1 		$5K Buy
211
+129
+157% +$3.76K ﹤0.01% 884
2018
Q4 		$2K Buy
+82
New +$2.66K ﹤0.01% 910

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Berman Capital Advisors's VTRS Position: Q3 2021 in Review

Berman Capital Advisors increased its Viatris (VTRS) stake by 57% in Q3 2021, buying an estimated $30.1K and bringing the position to 5,814 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #515.

Berman Capital Advisors first reported a position in VTRS in Q4 2018 and has held it in 12 quarters since. 1,017 funds tracked by Wall St. Rank hold VTRS as of Q3 2021.

  • Berman Capital Advisors held 5,814 shares of Viatris worth $78K as of Q3 2021.
  • Berman Capital Advisors bought 2,120 Viatris shares in Q3 2021, an estimated $30.1K.
  • Viatris made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #515 holding.
  • Berman Capital Advisors first reported a position in Viatris in Q4 2018 and has held it in 12 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Viatris as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.