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Evercore Wealth Management’s Viatris VTRS Stock Holding History

Evercore Wealth 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
2021
Q2 		– Sell
-18,489
Closed -$258K – 440
2021
Q1 		$258K Sell
18,489
-18,416
-50% -$300K 0.01% 388
2020
Q4 		$692K Buy
+36,905
New +$602K 0.01% 250
2018
Q1 		– Sell
-400
Closed -$17K – 789
2017
Q4 		$17K Buy
+400
New +$15.3K ﹤0.01% 753
2017
Q3 		– Sell
-400
Closed -$16K – 955
2017
Q2 		$16K Hold
400
– – ﹤0.01% 751
2017
Q1 		$16K Sell
400
-37
-8% -$1.49K ﹤0.01% 784
2016
Q4 		$16K Buy
437
+37
+9% +$1.38K ﹤0.01% 782
2016
Q3 		$15K Hold
400
– – ﹤0.01% 822
2016
Q2 		$17K Hold
400
– – ﹤0.01% 783
2016
Q1 		$19K Sell
400
-500
-56% -$24.1K ﹤0.01% 735
2015
Q4 		$49K Hold
900
– – ﹤0.01% 602
2015
Q3 		$36K Hold
900
– – ﹤0.01% 647
2015
Q2 		$61K Hold
900
– – ﹤0.01% 603
2015
Q1 		$54K Sell
900
-1,060
-54% -$60.4K ﹤0.01% 616
2014
Q4 		$110K Sell
1,960
-1,440
-42% -$77.3K 0.01% 455
2014
Q3 		$155K Hold
3,400
– – 0.01% 443
2014
Q2 		$176K Sell
3,400
-583
-15% -$28.7K 0.01% 410
2014
Q1 		$194K Sell
3,983
-2,400
-38% -$117K 0.01% 383
2013
Q4 		$277K Sell
6,383
-51,116
-89% -$2.1M 0.02% 337
2013
Q3 		$2.19M Buy
57,499
+34,929
+155% +$1.23M 0.13% 156
2013
Q2 		$700K Buy
+22,570
New +$674K 0.04% 241

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's VTRS Position: Q2 2021 in Review

Evercore Wealth Management sold out of Viatris (VTRS) in Q2 2021, closing a stake of 18,489 shares — an estimated $258K sold.

Evercore Wealth Management first reported a position in VTRS in Q2 2013 and held it in 20 quarters. The position peaked at $2.19M in Q3 2013. 1,044 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

  • Evercore Wealth Management reported no remaining Viatris position as of Q2 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 18,489 Viatris shares in Q2 2021, an estimated $258K.
  • Evercore Wealth Management first reported a position in Viatris in Q2 2013 and held it in 20 quarters.
  • Evercore Wealth Management's Viatris position peaked at $2.19M in Q3 2013.
  • 1,044 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on Evercore Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.