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Boyar Asset Management’s Viatris VTRS Stock Holding History

Boyar Asset 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
2022
Q4 		– Sell
-11,391
Closed -$97K – 83
2022
Q3 		$97K Buy
11,391
+50
+0.4% +$492 0.08% 82
2022
Q2 		$119K Sell
11,341
-274
-2% -$3K 0.1% 78
2022
Q1 		$126K Sell
11,615
-529
-4% -$6.97K 0.08% 85
2021
Q4 		$164K Sell
12,144
-158
-1% -$2.11K 0.1% 84
2021
Q3 		$167K Sell
12,302
-150
-1% -$2.13K 0.11% 84
2021
Q2 		$178K Hold
12,452
– – 0.11% 84
2021
Q1 		$174K Sell
12,452
-210
-2% -$3.42K 0.12% 83
2020
Q4 		$237K Buy
+12,662
New +$207K 0.18% 65

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Boyar Asset Management's VTRS Position: Q4 2022 in Review

Boyar Asset Management sold out of Viatris (VTRS) in Q4 2022, closing a stake of 11,391 shares — an estimated $97K sold.

Boyar Asset Management first reported a position in VTRS in Q4 2020 and held it in 8 quarters. The position peaked at $237K in Q4 2020. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

  • Boyar Asset Management reported no remaining Viatris position as of Q4 2022 after selling out during the quarter.
  • Boyar Asset Management sold 11,391 Viatris shares in Q4 2022, an estimated $97K.
  • Boyar Asset Management first reported a position in Viatris in Q4 2020 and held it in 8 quarters.
  • Boyar Asset Management's Viatris position peaked at $237K in Q4 2020.
  • 1,016 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on Boyar Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.