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KCM Investment Advisors’s Viatris VTRS Stock Holding History

KCM Investment Advisors’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
2021
Q3 		– Sell
-11,017
Closed -$157K – 401
2021
Q2 		$157K Sell
11,017
-2,107
-16% -$30.5K 0.01% 384
2021
Q1 		$183K Sell
13,124
-7,095
-35% -$116K 0.01% 363
2020
Q4 		$379K Buy
+20,219
New +$330K 0.02% 270
2016
Q4 		– Sell
-35,833
Closed -$1.37M – 543
2016
Q3 		$1.37M Buy
35,833
+3,922
+12% +$174K 0.09% 217
2016
Q2 		$1.38M Sell
31,911
-2,038
-6% -$90.2K 0.1% 215
2016
Q1 		$1.57M Sell
33,949
-6,301
-16% -$304K 0.12% 192
2015
Q4 		$2.18M Buy
40,250
+1,890
+5% +$90.9K 0.17% 150
2015
Q3 		$1.54M Sell
38,360
-990
-3% -$55.2K 0.13% 191
2015
Q2 		$2.67M Sell
39,350
-1,661
-4% -$117K 0.21% 133
2015
Q1 		$2.43M Buy
41,011
+4,975
+14% +$284K 0.19% 139
2014
Q4 		$2.03M Sell
36,036
-1,079
-3% -$57.9K 0.17% 157
2014
Q3 		$1.69M Sell
37,115
-120
-0.3% -$5.83K 0.15% 173
2014
Q2 		$1.92M Sell
37,235
-2,608
-7% -$128K 0.18% 155
2014
Q1 		$1.95M Sell
39,843
-13,633
-25% -$662K 0.2% 139
2013
Q4 		$2.32M Buy
53,476
+1,860
+4% +$76.5K 0.25% 122
2013
Q3 		$1.97M Buy
51,616
+2,362
+5% +$83.2K 0.24% 130
2013
Q2 		$1.53M Buy
+49,254
New +$1.47M 0.18% 151

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

KCM Investment Advisors's VTRS Position: Q3 2021 in Review

KCM Investment Advisors sold out of Viatris (VTRS) in Q3 2021, closing a stake of 11,017 shares — an estimated $157K sold.

KCM Investment Advisors first reported a position in VTRS in Q2 2013 and held it in 17 quarters. The position peaked at $2.67M in Q2 2015. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q3 2021.

  • KCM Investment Advisors reported no remaining Viatris position as of Q3 2021 after selling out during the quarter.
  • KCM Investment Advisors sold 11,017 Viatris shares in Q3 2021, an estimated $157K.
  • KCM Investment Advisors first reported a position in Viatris in Q2 2013 and held it in 17 quarters.
  • KCM Investment Advisors's Viatris position peaked at $2.67M in Q2 2015.
  • 1,016 funds tracked by Wall St. Rank held Viatris as of Q3 2021.

Based on KCM Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.