Klingman & Associates’s Viatris VTRS Stock Holding History

Klingman & Associates’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
2015 Q3	–	Sell	-557	Closed	-$38K	–	447
2015 Q2	$38K	Hold	557	–	–	0.01%	199
2015 Q1	$33K	Buy	+557	New	+$31.8K	0.01%	198

Other funds holding VTRS

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Klingman & Associates's VTRS Position: Q3 2015 in Review

Klingman & Associates sold out of Viatris (VTRS) in Q3 2015, closing a stake of 557 shares — an estimated $38K sold.

Klingman & Associates first reported a position in VTRS in Q1 2015 and held it in 2 quarters. The position peaked at $38K in Q2 2015. 612 funds tracked by Wall St. Rank hold VTRS as of Q3 2015.

Klingman & Associates reported no remaining Viatris position as of Q3 2015 after selling out during the quarter.
Klingman & Associates sold 557 Viatris shares in Q3 2015, an estimated $38K.
Klingman & Associates first reported a position in Viatris in Q1 2015 and held it in 2 quarters.
Klingman & Associates's Viatris position peaked at $38K in Q2 2015.
612 funds tracked by Wall St. Rank held Viatris as of Q3 2015.

Based on Klingman & Associates's 13F filing for Q3 2015, filed 9 Feb 2016.