DF
VTRS icon

Donoghue Forlines’s Viatris VTRS Stock Holding History

Donoghue Forlines’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 		– Sell
-102,585
Closed -$1.19M – 274
2024
Q3 		$1.19M Buy
102,585
+44,461
+76% +$513K 0.34% 107
2024
Q2 		$618K Buy
58,124
+6,929
+14% +$76.6K 0.18% 122
2024
Q1 		$611K Sell
51,195
-15,220
-23% -$183K 0.17% 147
2023
Q4 		$719K Buy
+66,415
New +$636K 0.23% 105
2023
Q2 		– Sell
-40,091
Closed -$386K – 277
2023
Q1 		$386K Sell
40,091
-49,412
-55% -$548K 0.14% 172
2022
Q4 		$996K Buy
89,503
+40,649
+83% +$425K 0.35% 90
2022
Q3 		$416K Buy
+48,854
New +$481K 0.15% 131

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

Donoghue Forlines's VTRS Position: Q4 2024 in Review

Donoghue Forlines sold out of Viatris (VTRS) in Q4 2024, closing a stake of 102,585 shares — an estimated $1.19M sold.

Donoghue Forlines first reported a position in VTRS in Q3 2022 and held it in 7 quarters. The position peaked at $1.19M in Q3 2024. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Donoghue Forlines reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 102,585 Viatris shares in Q4 2024, an estimated $1.19M.
  • Donoghue Forlines first reported a position in Viatris in Q3 2022 and held it in 7 quarters.
  • Donoghue Forlines's Viatris position peaked at $1.19M in Q3 2024.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.