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Edgemoor Investment Advisors’s Viatris VTRS Stock Holding History

Edgemoor Investment Advisors’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
-4,500
Closed -$205K – 140
2014
Q3 		$205K Hold
4,500
– – 0.03% 131
2014
Q2 		$232K Buy
+4,500
New +$221K 0.03% 126

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

Edgemoor Investment Advisors's VTRS Position: Q4 2014 in Review

Edgemoor Investment Advisors sold out of Viatris (VTRS) in Q4 2014, closing a stake of 4,500 shares — an estimated $205K sold.

Edgemoor Investment Advisors first reported a position in VTRS in Q2 2014 and held it in 2 quarters. The position peaked at $232K in Q2 2014. 661 funds tracked by Wall St. Rank hold VTRS as of Q4 2014.

  • Edgemoor Investment Advisors reported no remaining Viatris position as of Q4 2014 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 4,500 Viatris shares in Q4 2014, an estimated $205K.
  • Edgemoor Investment Advisors first reported a position in Viatris in Q2 2014 and held it in 2 quarters.
  • Edgemoor Investment Advisors's Viatris position peaked at $232K in Q2 2014.
  • 661 funds tracked by Wall St. Rank held Viatris as of Q4 2014.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2014, filed 3 Feb 2015.