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Forester Capital Management’s Viatris VTRS Stock Holding History

Forester Capital 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
2017
Q1 		– Sell
-5,650
Closed -$142K – 55
2016
Q4 		$142K Sell
5,650
-58,075
-91% -$2.16M 0.15% 46
2016
Q3 		$2.43M Sell
63,725
-37,982
-37% -$1.69M 2.28% 21
2016
Q2 		$5.58M Buy
101,707
+24,102
+31% +$1.07M 5.18% 2
2016
Q1 		$4.61M Sell
77,605
-285
-0.4% -$13.8K 4.3% 5
2015
Q4 		$4.21M Buy
77,890
+2,450
+3% +$118K 3.81% 12
2015
Q3 		$3.04M Sell
75,440
-29,220
-28% -$1.63M 2.8% 19
2015
Q2 		$6.11M Buy
104,660
+24,530
+31% +$1.73M 4.95% 1
2015
Q1 		$4.76M Buy
80,130
+790
+1% +$45K 3.81% 10
2014
Q4 		$4.47M Hold
79,340
– – 3.37% 15
2014
Q3 		$3.61M Buy
79,340
+20,880
+36% +$1.01M 2.81% 19
2014
Q2 		$3.01M Sell
58,460
-48,410
-45% -$2.38M 2.36% 24
2014
Q1 		$5.22M Sell
106,870
-2,320
-2% -$113K 4.05% 4
2013
Q4 		$4.74M Sell
109,190
-695
-0.6% -$28.6K 3.77% 10
2013
Q3 		$4.19M Buy
109,885
+75,330
+218% +$2.65M 3.33% 17
2013
Q2 		$1.07M Buy
+34,555
New +$1.03M 0.86% 29

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forester Capital Management's VTRS Position: Q1 2017 in Review

Forester Capital Management sold out of Viatris (VTRS) in Q1 2017, closing a stake of 5,650 shares — an estimated $142K sold.

Forester Capital Management first reported a position in VTRS in Q2 2013 and held it in 15 quarters. The position peaked at $6.11M in Q2 2015. 568 funds tracked by Wall St. Rank hold VTRS as of Q1 2017.

  • Forester Capital Management reported no remaining Viatris position as of Q1 2017 after selling out during the quarter.
  • Forester Capital Management sold 5,650 Viatris shares in Q1 2017, an estimated $142K.
  • Forester Capital Management first reported a position in Viatris in Q2 2013 and held it in 15 quarters.
  • Forester Capital Management's Viatris position peaked at $6.11M in Q2 2015.
  • 568 funds tracked by Wall St. Rank held Viatris as of Q1 2017.

Based on Forester Capital Management's 13F filing for Q1 2017, filed 11 May 2017.