HFRG
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Houlihan Financial Resource Group’s Viatris VTRS Stock Holding History

Houlihan Financial Resource Group’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
-15,796
Closed -$151K – 168
2023
Q2 		$151K Buy
+15,796
New +$151K ﹤0.01% 130

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

Houlihan Financial Resource Group's VTRS Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Viatris (VTRS) in Q3 2023, closing a stake of 15,796 shares — an estimated $151K sold.

Houlihan Financial Resource Group first reported a position in VTRS in Q2 2023 and held it in 1 quarter. The position peaked at $151K in Q2 2023. 960 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Viatris position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 15,796 Viatris shares in Q3 2023, an estimated $151K.
  • Houlihan Financial Resource Group first reported a position in Viatris in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Viatris position peaked at $151K in Q2 2023.
  • 960 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.