Echo Street Capital Management’s Viatris VTRS Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-44,254	Closed	-$436K	–	414
2023 Q3	$436K	Buy	+44,254	New	+$461K	﹤0.01%	295
2023 Q2	–	Sell	-11,616	Closed	-$112K	–	612
2023 Q1	$112K	Buy	+11,616	New	+$129K	﹤0.01%	472
2022 Q4	–	Sell	-10,805	Closed	-$92K	–	663
2022 Q3	$92K	Buy	+10,805	New	+$106K	﹤0.01%	505
2022 Q1	–	Sell	-17,998	Closed	-$244K	–	756
2021 Q4	$244K	Sell	17,998 -38,807	-68%	-$518K	﹤0.01%	544
2021 Q3	$770K	Buy	56,805 +13,748	+32%	+$195K	0.01%	300
2021 Q2	$615K	Buy	+43,057	New	+$623K	﹤0.01%	303
2020 Q3	–	Sell	-38,254	Closed	-$615K	–	362
2020 Q2	$615K	Buy	+38,254	New	+$620K	0.01%	330

Other funds holding VTRS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Echo Street Capital Management's VTRS Position: Q4 2023 in Review

Echo Street Capital Management sold out of Viatris (VTRS) in Q4 2023, closing a stake of 44,254 shares — an estimated $436K sold.

Echo Street Capital Management first reported a position in VTRS in Q2 2020 and held it in 7 quarters. The position peaked at $770K in Q3 2021. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

Echo Street Capital Management reported no remaining Viatris position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 44,254 Viatris shares in Q4 2023, an estimated $436K.
Echo Street Capital Management first reported a position in Viatris in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's Viatris position peaked at $770K in Q3 2021.
1,016 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.