Essex Investment Management’s Viatris VTRS Stock Holding History

Essex Investment 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
2022 Q1	–	Sell	-2,717	Closed	-$37K	–	421
2021 Q4	$37K	Sell	2,717 -227	-8%	-$3.03K	﹤0.01%	345
2021 Q3	$40K	Hold	2,944	–	–	﹤0.01%	356
2021 Q2	$42K	Sell	2,944 -609	-17%	-$8.81K	﹤0.01%	356
2021 Q1	$50K	Sell	3,553 -45	-1%	-$733	0.01%	372
2020 Q4	$67K	Buy	+3,598	New	+$58.7K	0.01%	388
2014 Q4	–	Sell	-49,579	Closed	-$2.25M	–	354
2014 Q3	$2.25M	Hold	49,579	–	–	0.35%	83
2014 Q2	$2.56M	Hold	49,579	–	–	0.38%	74
2014 Q1	$2.42M	Buy	49,579 +43,655	+737%	+$2.12M	0.35%	84
2013 Q4	$257K	Hold	5,924	–	–	0.04%	327
2013 Q3	$226K	Buy	+5,924	New	+$209K	0.03%	328

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 $21.8B AUM 23.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Essex Investment Management's VTRS Position: Q1 2022 in Review

Essex Investment Management sold out of Viatris (VTRS) in Q1 2022, closing a stake of 2,717 shares — an estimated $37K sold.

Essex Investment Management first reported a position in VTRS in Q3 2013 and held it in 10 quarters. The position peaked at $2.56M in Q2 2014. 1,023 funds tracked by Wall St. Rank hold VTRS as of Q1 2022.

Essex Investment Management reported no remaining Viatris position as of Q1 2022 after selling out during the quarter.
Essex Investment Management sold 2,717 Viatris shares in Q1 2022, an estimated $37K.
Essex Investment Management first reported a position in Viatris in Q3 2013 and held it in 10 quarters.
Essex Investment Management's Viatris position peaked at $2.56M in Q2 2014.
1,023 funds tracked by Wall St. Rank held Viatris as of Q1 2022.

Based on Essex Investment Management's 13F filing for Q1 2022, filed 9 May 2022.