Elm Advisors’s Viatris VTRS Stock Holding History

Elm 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
2018 Q4	–	Sell	-650	Closed	-$24K	–	264
2018 Q3	$24K	Buy	+650	New	+$24.4K	0.02%	208

Other funds holding VTRS

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

Elm Advisors's VTRS Position: Q4 2018 in Review

Elm Advisors sold out of Viatris (VTRS) in Q4 2018, closing a stake of 650 shares — an estimated $24K sold.

Elm Advisors first reported a position in VTRS in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 502 funds tracked by Wall St. Rank hold VTRS as of Q4 2018.

Elm Advisors reported no remaining Viatris position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 650 Viatris shares in Q4 2018, an estimated $24K.
Elm Advisors first reported a position in Viatris in Q3 2018 and held it in 1 quarter.
Elm Advisors's Viatris position peaked at $24K in Q3 2018.
502 funds tracked by Wall St. Rank held Viatris as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.