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Guardian Investor Services’s Viatris VTRS Stock Holding History

Guardian Investor Services’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
2015
Q1 		$153K Hold
2,582
– – 0.12% 214
2014
Q4 		$146K Sell
2,582
-68
-3% -$3.65K 0.12% 221
2014
Q3 		$121K Sell
2,650
-117
-4% -$5.69K 0.1% 240
2014
Q2 		$143K Sell
2,767
-186
-6% -$9.14K 0.11% 219
2014
Q1 		$144K Sell
2,953
-101
-3% -$4.9K 0.11% 216
2013
Q4 		$133K Hold
3,054
– – 0.1% 229
2013
Q3 		$117K Sell
3,054
-160
-5% -$5.63K 0.1% 250
2013
Q2 		$100K Buy
+3,214
New +$96K 0.09% 285

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guardian Investor Services's VTRS Position: Q1 2015 in Review

Guardian Investor Services held its Viatris (VTRS) position steady in Q1 2015 at 2,582 shares worth $153K. The position accounts for 0.12% of the portfolio, ranked #214.

Guardian Investor Services first reported a position in VTRS in Q2 2013 and has held it in 8 quarters since. 618 funds tracked by Wall St. Rank hold VTRS as of Q1 2015.

  • Guardian Investor Services held 2,582 shares of Viatris worth $153K as of Q1 2015.
  • Guardian Investor Services left its Viatris share count unchanged in Q1 2015.
  • Viatris made up 0.12% of Guardian Investor Services's portfolio in Q1 2015, its #214 holding.
  • Guardian Investor Services first reported a position in Viatris in Q2 2013 and has held it in 8 quarters since.
  • 618 funds tracked by Wall St. Rank held Viatris as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.