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Freedom Investment Management’s Viatris VTRS Stock Holding History

Freedom Investment 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
2023
Q2 		– Sell
-35,035
Closed -$337K – 779
2023
Q1 		$337K Buy
35,035
+10,926
+45% +$121K 0.04% 518
2022
Q4 		$268K Buy
+24,109
New +$252K 0.03% 605
2022
Q3 		– Sell
-18,350
Closed -$192K – 783
2022
Q2 		$192K Buy
18,350
+2,849
+18% +$31.2K 0.02% 678
2022
Q1 		$169K Sell
15,501
-1,395
-8% -$18.4K 0.02% 733
2021
Q4 		$229K Sell
16,896
-820
-5% -$10.9K 0.02% 762
2021
Q3 		$240K Sell
17,716
-55
-0.3% -$780 0.02% 702
2021
Q2 		$254K Sell
17,771
-253
-1% -$3.66K 0.02% 751
2021
Q1 		$252K Buy
+18,024
New +$294K 0.02% 713
2018
Q2 		– Sell
-6,506
Closed -$268K – 1148
2018
Q1 		$268K Buy
+6,506
New +$277K 0.01% 914
2017
Q3 		– Sell
-5,251
Closed -$204K – 1155
2017
Q2 		$204K Buy
+5,251
New +$202K 0.01% 976

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Freedom Investment Management's VTRS Position: Q2 2023 in Review

Freedom Investment Management sold out of Viatris (VTRS) in Q2 2023, closing a stake of 35,035 shares — an estimated $337K sold.

Freedom Investment Management first reported a position in VTRS in Q2 2017 and held it in 10 quarters. The position peaked at $337K in Q1 2023. 986 funds tracked by Wall St. Rank hold VTRS as of Q2 2023.

  • Freedom Investment Management reported no remaining Viatris position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 35,035 Viatris shares in Q2 2023, an estimated $337K.
  • Freedom Investment Management first reported a position in Viatris in Q2 2017 and held it in 10 quarters.
  • Freedom Investment Management's Viatris position peaked at $337K in Q1 2023.
  • 986 funds tracked by Wall St. Rank held Viatris as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.