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Cambridge Financial Group’s Viatris VTRS Stock Holding History

Cambridge Financial 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
2014
Q4 		– Sell
-141,089
Closed -$6.42M – 35
2014
Q3 		$6.42M Sell
141,089
-4,740
-3% -$230K 3.21% 17
2014
Q2 		$7.52M Sell
145,829
-4,260
-3% -$209K 3.74% 4
2014
Q1 		$7.33M Sell
150,089
-4,558
-3% -$221K 3.73% 4
2013
Q4 		$6.71M Sell
154,647
-2,985
-2% -$123K 3.42% 12
2013
Q3 		$6.02M Buy
+157,632
New +$5.55M 3.32% 16

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Financial Group's VTRS Position: Q4 2014 in Review

Cambridge Financial Group sold out of Viatris (VTRS) in Q4 2014, closing a stake of 141,089 shares — an estimated $6.42M sold.

Cambridge Financial Group first reported a position in VTRS in Q3 2013 and held it in 5 quarters. The position peaked at $7.52M in Q2 2014. 661 funds tracked by Wall St. Rank hold VTRS as of Q4 2014.

  • Cambridge Financial Group reported no remaining Viatris position as of Q4 2014 after selling out during the quarter.
  • Cambridge Financial Group sold 141,089 Viatris shares in Q4 2014, an estimated $6.42M.
  • Cambridge Financial Group first reported a position in Viatris in Q3 2013 and held it in 5 quarters.
  • Cambridge Financial Group's Viatris position peaked at $7.52M in Q2 2014.
  • 661 funds tracked by Wall St. Rank held Viatris as of Q4 2014.

Based on Cambridge Financial Group's 13F filing for Q4 2014, filed 4 Feb 2015.