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Boit C.F. David’s Viatris VTRS Stock Holding History

Boit C.F. David’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
2023
Q1 		– Sell
-1,034
Closed -$11.5K – 111
2022
Q4 		$11.5K Hold
1,034
– – 0.01% 104
2022
Q3 		$9K Buy
+1,034
New +$10.2K 0.01% 106
2022
Q1 		$36K Sell
1,034
-1,619
-61% -$21.3K 0.02% 99
2021
Q4 		$36K Hold
2,653
– – 0.02% 105
2021
Q3 		$36K Sell
2,653
-2,848
-52% -$40.4K 0.02% 105
2021
Q2 		$79K Buy
+5,501
New +$79.6K 0.06% 81

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Boit C.F. David's VTRS Position: Q1 2023 in Review

Boit C.F. David sold out of Viatris (VTRS) in Q1 2023, closing a stake of 1,034 shares — an estimated $11.5K sold.

Boit C.F. David first reported a position in VTRS in Q2 2021 and held it in 6 quarters. The position peaked at $79K in Q2 2021. 988 funds tracked by Wall St. Rank hold VTRS as of Q1 2023.

  • Boit C.F. David reported no remaining Viatris position as of Q1 2023 after selling out during the quarter.
  • Boit C.F. David sold 1,034 Viatris shares in Q1 2023, an estimated $11.5K.
  • Boit C.F. David first reported a position in Viatris in Q2 2021 and held it in 6 quarters.
  • Boit C.F. David's Viatris position peaked at $79K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Viatris as of Q1 2023.

Based on Boit C.F. David's 13F filing for Q1 2023, filed 2 May 2023.