KFS
VTRS icon

Kelly Financial Services’s Viatris VTRS Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-206
Closed -$2.19K – 754
2024
Q2 		$2.19K Buy
206
+2
+1% +$22 ﹤0.01% 582
2024
Q1 		$2.44K Sell
204
-3
-1% -$36 ﹤0.01% 572
2023
Q4 		$2.24K Buy
207
+2
+1% +$19 ﹤0.01% 566
2023
Q3 		$2.02K Buy
205
+1
+0.5% +$10 ﹤0.01% 547
2023
Q2 		$2.03K Sell
204
-15
-7% -$143 ﹤0.01% 550
2023
Q1 		$2.11K Buy
219
+2
+0.9% +$22 ﹤0.01% 524
2022
Q4 		$2.42K Sell
217
-38
-15% -$397 ﹤0.01% 491
2022
Q3 		$2.17K Sell
255
-153
-38% -$1.51K ﹤0.01% 491
2022
Q2 		$4.27K Buy
408
+2
+0.5% +$22 ﹤0.01% 422
2022
Q1 		$4.42K Sell
406
-47
-10% -$619 ﹤0.01% 447
2021
Q4 		$6.13K Sell
453
-44
-9% -$588 ﹤0.01% 411
2021
Q3 		$6.74K Sell
497
-6,804
-93% -$96.5K ﹤0.01% 384
2021
Q2 		$511K Buy
7,301
+6,748
+1,220% +$97.6K 0.02% 177
2021
Q1 		$7.72K Sell
553
-11
-2% -$179 ﹤0.01% 339
2020
Q4 		$10.6K Buy
564
+409
+264% +$6.67K 0.01% 264
2020
Q3 		$2.3K Hold
155
– – ﹤0.01% 421
2020
Q2 		$2.49K Hold
155
– – ﹤0.01% 409
2020
Q1 		$2.31K Hold
155
– – ﹤0.01% 376
2019
Q4 		$3.12K Hold
155
– – ﹤0.01% 361
2019
Q3 		$3.07K Hold
155
– – ﹤0.01% 351
2019
Q2 		$2.95K Buy
+155
New +$3.43K ﹤0.01% 344

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return