Essex Savings Bank’s Viatris VTRS Stock Holding History

Essex Savings Bank’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
2021 Q2	–	Sell	-10,519	Closed	-$156K	–	214
2021 Q1	$156K	Sell	10,519 -549	-5%	-$8.95K	0.07%	197
2020 Q4	$207K	Buy	+11,068	New	+$181K	0.09%	191

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Savings Bank's VTRS Position: Q2 2021 in Review

Essex Savings Bank sold out of Viatris (VTRS) in Q2 2021, closing a stake of 10,519 shares — an estimated $156K sold.

Essex Savings Bank first reported a position in VTRS in Q4 2020 and held it in 2 quarters. The position peaked at $207K in Q4 2020. 1,044 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

Essex Savings Bank reported no remaining Viatris position as of Q2 2021 after selling out during the quarter.
Essex Savings Bank sold 10,519 Viatris shares in Q2 2021, an estimated $156K.
Essex Savings Bank first reported a position in Viatris in Q4 2020 and held it in 2 quarters.
Essex Savings Bank's Viatris position peaked at $207K in Q4 2020.
1,044 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on Essex Savings Bank's 13F filing for Q2 2021, filed 29 Jul 2021.