CSat Investment Advisory’s Viatris VTRS Stock Holding History

CSat Investment Advisory’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 Q1	$46K	Buy	3,299 +1,686	+105%	+$27.5K	0.04%	215
2020 Q4	$30K	Sell	1,613 -5,642	-78%	-$92K	0.03%	264
2020 Q3	$107K	Sell	7,255 -4,281	-37%	-$68.4K	0.01%	433
2020 Q2	$185K	Buy	11,536 +5,318	+86%	+$86.2K	0.02%	326
2020 Q1	$92K	Sell	6,218 -1,122	-15%	-$21.5K	0.02%	361
2019 Q4	$148K	Buy	7,340 +5,108	+229%	+$95.1K	0.04%	277
2019 Q3	$45K	Sell	2,232 -603	-21%	-$11.8K	0.01%	595
2019 Q2	$54K	Buy	2,835 +2,045	+259%	+$45.2K	0.02%	468
2019 Q1	$22K	Buy	790 +208	+36%	+$6.07K	0.01%	298
2018 Q4	$16K	Buy	582 +309	+113%	+$10K	0.01%	340
2018 Q3	$10K	Buy	273 +77	+39%	+$2.89K	0.01%	376
2018 Q2	$7K	Buy	+196	New	+$7.69K	﹤0.01%	421

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

CSat Investment Advisory's VTRS Position: Q1 2021 in Review

CSat Investment Advisory increased its Viatris (VTRS) stake by 105% in Q1 2021, buying an estimated $27.5K and bringing the position to 3,299 shares worth $46K. The position accounts for 0.04% of the portfolio, ranked #215.

CSat Investment Advisory first reported a position in VTRS in Q2 2018 and has held it in 12 quarters since. The position peaked at $185K in Q2 2020. 1,116 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

CSat Investment Advisory held 3,299 shares of Viatris worth $46K as of Q1 2021.
CSat Investment Advisory bought 1,686 Viatris shares in Q1 2021, an estimated $27.5K.
Viatris made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #215 holding.
CSat Investment Advisory first reported a position in Viatris in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Viatris position peaked at $185K in Q2 2020.
1,116 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.