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Forte Capital’s Viatris VTRS Stock Holding History

Forte Capital’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
2016
Q4 		– Sell
-7,475
Closed -$285K – 154
2016
Q3 		$285K Sell
7,475
-1,425
-16% -$63.4K 0.11% 125
2016
Q2 		$385K Sell
8,900
-325
-4% -$14.4K 0.15% 112
2016
Q1 		$428K Hold
9,225
– – 0.19% 106
2015
Q4 		$499K Buy
9,225
+400
+5% +$19.2K 0.2% 89
2015
Q3 		$355K Buy
8,825
+975
+12% +$54.4K 0.16% 116
2015
Q2 		$533K Buy
7,850
+600
+8% +$42.4K 0.23% 92
2015
Q1 		$435K Buy
+7,250
New +$413K 0.19% 109

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Forte Capital's VTRS Position: Q4 2016 in Review

Forte Capital sold out of Viatris (VTRS) in Q4 2016, closing a stake of 7,475 shares — an estimated $285K sold.

Forte Capital first reported a position in VTRS in Q1 2015 and held it in 7 quarters. The position peaked at $533K in Q2 2015. 542 funds tracked by Wall St. Rank hold VTRS as of Q4 2016.

  • Forte Capital reported no remaining Viatris position as of Q4 2016 after selling out during the quarter.
  • Forte Capital sold 7,475 Viatris shares in Q4 2016, an estimated $285K.
  • Forte Capital first reported a position in Viatris in Q1 2015 and held it in 7 quarters.
  • Forte Capital's Viatris position peaked at $533K in Q2 2015.
  • 542 funds tracked by Wall St. Rank held Viatris as of Q4 2016.

Based on Forte Capital's 13F filing for Q4 2016, filed 9 Jan 2017.