Lehman & Derafelo Financial Resources’s Viatris VTRS Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$1.29M	Buy	115,534 +2,548	+2%	+$26.6K	0.38%	38
2022 Q3	$963K	Buy	112,986 +42,470	+60%	+$418K	0.3%	44
2022 Q2	$738K	Buy	70,516 +15,024	+27%	+$165K	0.23%	46
2022 Q1	$604K	Buy	55,492 +7,025	+14%	+$92.6K	0.17%	55
2021 Q4	$656K	Buy	48,467 +9,028	+23%	+$121K	0.2%	53
2021 Q3	$534K	Buy	39,439 +17,432	+79%	+$247K	0.17%	57
2021 Q2	$314K	Sell	22,007 -405	-2%	-$5.86K	0.09%	88
2021 Q1	$313K	Sell	22,412 -2,474	-10%	-$40.3K	0.09%	89
2020 Q4	$466K	Buy	+24,886	New	+$406K	0.14%	67

Other funds holding VTRS

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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VTRS Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Viatris (VTRS) stake by 2.3% in Q4 2022, buying an estimated $26.6K and bringing the position to 115,534 shares worth $1.29M. The position accounts for 0.38% of the portfolio, ranked #38.

Lehman & Derafelo Financial Resources first reported a position in VTRS in Q4 2020 and has held it in 9 quarters since. 1,015 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

Lehman & Derafelo Financial Resources held 115,534 shares of Viatris worth $1.29M as of Q4 2022.
Lehman & Derafelo Financial Resources bought 2,548 Viatris shares in Q4 2022, an estimated $26.6K.
Viatris made up 0.38% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #38 holding.
Lehman & Derafelo Financial Resources first reported a position in Viatris in Q4 2020 and has held it in 9 quarters since.
1,015 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.