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Boston Financial Management’s Viatris VTRS Stock Holding History

Boston Financial Management’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
2024
Q4 		$171K Sell
13,774
-100,000
-88% -$1.23M 0.01% 333
2024
Q3 		$1.32M Sell
113,774
-34,779
-23% -$401K 0.04% 177
2024
Q2 		$1.58M Sell
148,553
-9
-0% -$99 0.05% 159
2024
Q1 		$1.77M Sell
148,562
-125
-0.1% -$1.51K 0.06% 151
2023
Q4 		$1.61M Buy
148,687
+164
+0.1% +$1.57K 0.05% 152
2023
Q3 		$1.46M Sell
148,523
-2,715
-2% -$28.3K 0.05% 148
2023
Q2 		$1.51M Sell
151,238
-37
-0% -$353 0.05% 153
2023
Q1 		$1.46M Sell
151,275
-34
-0% -$377 0.06% 152
2022
Q4 		$1.68M Sell
151,309
-200
-0.1% -$2.09K 0.07% 147
2022
Q3 		$1.29M Sell
151,509
-2,377
-2% -$23.4K 0.06% 153
2022
Q2 		$1.61M Buy
153,886
+293
+0.2% +$3.21K 0.07% 130
2022
Q1 		$1.67M Buy
153,593
+547
+0.4% +$7.21K 0.06% 134
2021
Q4 		$2.07M Sell
153,046
-20,521
-12% -$274K 0.08% 110
2021
Q3 		$2.35M Sell
173,567
-29
-0% -$411 0.1% 98
2021
Q2 		$2.48M Sell
173,596
-852
-0.5% -$12.3K 0.1% 95
2021
Q1 		$2.44M Sell
174,448
-1,055
-0.6% -$17.2K 0.11% 91
2020
Q4 		$3.29M Buy
+175,503
New +$2.86M 0.15% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Financial Management's VTRS Position: Q4 2024 in Review

Boston Financial Management reduced its Viatris (VTRS) stake by 88% in Q4 2024, selling an estimated $1.23M and leaving 13,774 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #333.

Boston Financial Management first reported a position in VTRS in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.29M in Q4 2020. 1,038 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Boston Financial Management held 13,774 shares of Viatris worth $171K as of Q4 2024.
  • Boston Financial Management sold 100,000 Viatris shares in Q4 2024, an estimated $1.23M.
  • Viatris made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #333 holding.
  • Boston Financial Management first reported a position in Viatris in Q4 2020 and has held it in 17 quarters since.
  • Boston Financial Management's Viatris position peaked at $3.29M in Q4 2020.
  • 1,038 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.