Gideon Capital Advisors’s Viatris VTRS Stock Holding History

Gideon Capital Advisors’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
2019 Q4	–	Sell	-31,680	Closed	-$627K	–	394
2019 Q3	$627K	Buy	+31,680	New	+$621K	0.21%	159
2019 Q2	–	Sell	-14,133	Closed	-$401K	–	445
2019 Q1	$401K	Buy	+14,133	New	+$412K	0.14%	216
2018 Q4	–	Sell	-18,929	Closed	-$693K	–	519
2018 Q3	$693K	Buy	18,929 +10,832	+134%	+$407K	0.33%	89
2018 Q2	$293K	Buy	+8,097	New	+$318K	0.15%	264
2017 Q2	–	Sell	-20,670	Closed	-$806K	–	413
2017 Q1	$806K	Buy	+20,670	New	+$833K	0.48%	33

Other funds holding VTRS

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Gideon Capital Advisors's VTRS Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Viatris (VTRS) in Q4 2019, closing a stake of 31,680 shares — an estimated $627K sold.

Gideon Capital Advisors first reported a position in VTRS in Q1 2017 and held it in 5 quarters. The position peaked at $806K in Q1 2017. 467 funds tracked by Wall St. Rank hold VTRS as of Q4 2019.

Gideon Capital Advisors reported no remaining Viatris position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 31,680 Viatris shares in Q4 2019, an estimated $627K.
Gideon Capital Advisors first reported a position in Viatris in Q1 2017 and held it in 5 quarters.
Gideon Capital Advisors's Viatris position peaked at $806K in Q1 2017.
467 funds tracked by Wall St. Rank held Viatris as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.