Kaizen Advisory’s Viatris VTRS Stock Holding History

Kaizen Advisory’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
2018 Q4	$36K	Buy	1,305 +120	+10%	+$3.89K	0.03%	389
2018 Q3	$43K	Hold	1,185	–	–	0.02%	365
2018 Q2	$43K	Buy	1,185 +660	+126%	+$25.9K	0.02%	368
2018 Q1	$22K	Hold	525	–	–	0.02%	316
2017 Q4	$22K	Buy	+525	New	+$20.1K	0.01%	314

Other funds holding VTRS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

Kaizen Advisory's VTRS Position: Q4 2018 in Review

Kaizen Advisory increased its Viatris (VTRS) stake by 10% in Q4 2018, buying an estimated $3.89K and bringing the position to 1,305 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #389.

Kaizen Advisory first reported a position in VTRS in Q4 2017 and has held it in 5 quarters since. The position peaked at $43K in Q3 2018. 502 funds tracked by Wall St. Rank hold VTRS as of Q4 2018.

Kaizen Advisory held 1,305 shares of Viatris worth $36K as of Q4 2018.
Kaizen Advisory bought 120 Viatris shares in Q4 2018, an estimated $3.89K.
Viatris made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #389 holding.
Kaizen Advisory first reported a position in Viatris in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Viatris position peaked at $43K in Q3 2018.
502 funds tracked by Wall St. Rank held Viatris as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.