Grimes & Company’s Viatris VTRS Stock Holding History

Grimes & Company’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
2024 Q1	–	Sell	-10,174	Closed	-$110K	–	356
2023 Q4	$110K	Buy	+10,174	New	+$97.4K	﹤0.01%	318

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSA

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grimes & Company's VTRS Position: Q1 2024 in Review

Grimes & Company sold out of Viatris (VTRS) in Q1 2024, closing a stake of 10,174 shares — an estimated $110K sold.

Grimes & Company first reported a position in VTRS in Q4 2023 and held it in 1 quarter. The position peaked at $110K in Q4 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

Grimes & Company reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
Grimes & Company sold 10,174 Viatris shares in Q1 2024, an estimated $110K.
Grimes & Company first reported a position in Viatris in Q4 2023 and held it in 1 quarter.
Grimes & Company's Viatris position peaked at $110K in Q4 2023.
1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Grimes & Company's 13F filing for Q1 2024, filed 17 Apr 2024.