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Karpas Strategies’s Viatris VTRS Stock Holding History

Karpas Strategies’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
Q4 		– Sell
-10,768
Closed -$106K – 120
2023
Q3 		$106K Sell
10,768
-74
-0.7% -$771 0.04% 113
2023
Q2 		$108K Buy
10,842
+83
+0.8% +$793 0.04% 119
2023
Q1 		$104K Buy
10,759
+41
+0.4% +$455 0.04% 120
2022
Q4 		$119K Sell
10,718
-1,076
-9% -$11.2K 0.04% 116
2022
Q3 		$100K Buy
11,794
+95
+0.8% +$935 0.04% 112
2022
Q2 		$122K Buy
11,699
+82
+0.7% +$899 0.04% 114
2022
Q1 		$126K Buy
11,617
+82
+0.7% +$1.08K 0.04% 122
2021
Q4 		$156K Hold
11,535
– – 0.05% 123
2021
Q3 		$160K Hold
11,535
– – 0.05% 118
2021
Q2 		$165K Sell
11,535
-1,449
-11% -$21K 0.06% 116
2021
Q1 		$181K Sell
12,984
-43
-0.3% -$701 0.07% 109
2020
Q4 		$244K Buy
+13,027
New +$212K 0.1% 116

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Karpas Strategies's VTRS Position: Q4 2023 in Review

Karpas Strategies sold out of Viatris (VTRS) in Q4 2023, closing a stake of 10,768 shares — an estimated $106K sold.

Karpas Strategies first reported a position in VTRS in Q4 2020 and held it in 12 quarters. The position peaked at $244K in Q4 2020. 1,014 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

  • Karpas Strategies reported no remaining Viatris position as of Q4 2023 after selling out during the quarter.
  • Karpas Strategies sold 10,768 Viatris shares in Q4 2023, an estimated $106K.
  • Karpas Strategies first reported a position in Viatris in Q4 2020 and held it in 12 quarters.
  • Karpas Strategies's Viatris position peaked at $244K in Q4 2020.
  • 1,014 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Karpas Strategies's 13F filing for Q4 2023, filed 7 Feb 2024.