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Jaffetilchin Investment Partners’s Viatris VTRS Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-273
Closed -$3.17K – 1295
2024
Q3 		$3.17K Buy
+273
New +$3.15K ﹤0.01% 1118
2023
Q3 		– Sell
-37,470
Closed -$374K – 382
2023
Q2 		$374K Buy
+37,470
New +$358K 0.04% 244
2021
Q3 		– Sell
-11,885
Closed -$223K – 408
2021
Q2 		$223K Buy
+11,885
New +$172K 0.02% 345
2021
Q1 		– Sell
-11,885
Closed -$223K – 380
2020
Q4 		$223K Buy
+11,885
New +$194K 0.03% 254
2015
Q2 		– Sell
-9,887
Closed -$587K – 247
2015
Q1 		$587K Buy
9,887
+989
+11% +$56.4K 0.18% 89
2014
Q4 		$502K Buy
+8,898
New +$478K 0.17% 93
2014
Q1 		– Sell
-25,039
Closed -$1.09M – 228
2013
Q4 		$1.09M Buy
+25,039
New +$1.03M 0.54% 38
2013
Q3 		– Sell
-25,532
Closed -$792K – 202
2013
Q2 		$792K Buy
+25,532
New +$763K 0.55% 41

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Jaffetilchin Investment Partners's VTRS Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Viatris (VTRS) in Q4 2024, closing a stake of 273 shares — an estimated $3.17K sold.

Jaffetilchin Investment Partners first reported a position in VTRS in Q2 2013 and held it in 8 quarters. The position peaked at $1.09M in Q4 2013. 1,038 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 273 Viatris shares in Q4 2024, an estimated $3.17K.
  • Jaffetilchin Investment Partners first reported a position in Viatris in Q2 2013 and held it in 8 quarters.
  • Jaffetilchin Investment Partners's Viatris position peaked at $1.09M in Q4 2013.
  • 1,038 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.