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Hoertkorn Richard Charles’s Viatris VTRS Stock Holding History

Hoertkorn Richard Charles’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
Q3 		– Sell
-12
Closed -$120 – 83
2023
Q2 		$120 Hold
12
– – ﹤0.01% 82
2023
Q1 		$115 Hold
12
– – ﹤0.01% 83
2022
Q4 		$134 Sell
12
-111
-90% -$1.16K ﹤0.01% 81
2022
Q3 		$1K Sell
123
-48
-28% -$472 ﹤0.01% 76
2022
Q2 		$2K Sell
171
-74
-30% -$811 ﹤0.01% 72
2022
Q1 		$3K Sell
245
-142
-37% -$1.87K ﹤0.01% 75
2021
Q4 		$5K Sell
387
-98
-20% -$1.31K ﹤0.01% 75
2021
Q3 		$7K Sell
485
-74
-13% -$1.05K ﹤0.01% 74
2021
Q2 		$8K Sell
559
-74
-12% -$1.07K ﹤0.01% 73
2021
Q1 		$9K Sell
633
-770
-55% -$12.5K ﹤0.01% 75
2020
Q4 		$26K Buy
+1,403
New +$22.9K 0.01% 65

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoertkorn Richard Charles's VTRS Position: Q3 2023 in Review

Hoertkorn Richard Charles sold out of Viatris (VTRS) in Q3 2023, closing a stake of 12 shares — an estimated $120 sold.

Hoertkorn Richard Charles first reported a position in VTRS in Q4 2020 and held it in 11 quarters. The position peaked at $26K in Q4 2020. 960 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

  • Hoertkorn Richard Charles reported no remaining Viatris position as of Q3 2023 after selling out during the quarter.
  • Hoertkorn Richard Charles sold 12 Viatris shares in Q3 2023, an estimated $120.
  • Hoertkorn Richard Charles first reported a position in Viatris in Q4 2020 and held it in 11 quarters.
  • Hoertkorn Richard Charles's Viatris position peaked at $26K in Q4 2020.
  • 960 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

Based on Hoertkorn Richard Charles's 13F filing for Q3 2023, filed 23 Oct 2023.