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Evanston Advisors’s Viatris VTRS Stock Holding History

Evanston 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
-215,662
Closed -$7.89M – 76
2018
Q3 		$7.89M Buy
215,662
+8,640
+4% +$324K 1.72% 32
2018
Q2 		$7.48M Buy
207,022
+9,999
+5% +$392K 1.69% 35
2018
Q1 		$8.11M Sell
197,023
-20,020
-9% -$853K 1.89% 24
2017
Q4 		$9.18M Sell
217,043
-143
-0.1% -$5.47K 2.2% 10
2017
Q3 		$6.81M Buy
217,186
+18,431
+9% +$626K 1.64% 33
2017
Q2 		$7.72M Buy
+198,755
New +$7.63M 1.9% 25

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of New York Mellon
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evanston Advisors's VTRS Position: Q4 2018 in Review

Evanston Advisors sold out of Viatris (VTRS) in Q4 2018, closing a stake of 215,662 shares — an estimated $7.89M sold.

Evanston Advisors first reported a position in VTRS in Q2 2017 and held it in 6 quarters. The position peaked at $9.18M in Q4 2017. 502 funds tracked by Wall St. Rank hold VTRS as of Q4 2018.

  • Evanston Advisors reported no remaining Viatris position as of Q4 2018 after selling out during the quarter.
  • Evanston Advisors sold 215,662 Viatris shares in Q4 2018, an estimated $7.89M.
  • Evanston Advisors first reported a position in Viatris in Q2 2017 and held it in 6 quarters.
  • Evanston Advisors's Viatris position peaked at $9.18M in Q4 2017.
  • 502 funds tracked by Wall St. Rank held Viatris as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.