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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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

Macquarie Group

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Laurion Capital Management New York $1.07B AUM 75.73% 1-Year Est. Return

Geode Capital Management

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

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