Lenox Wealth Advisors’s Viatris VTRS Stock Holding History

Lenox Wealth 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
2022 Q1	$24K	Buy	2,163 +189	+10%	+$2.49K	﹤0.01%	354
2021 Q4	$27K	Buy	1,974 +1	+0.1%	+$13	﹤0.01%	351
2021 Q3	$27K	Sell	1,973 -101	-5%	-$1.43K	﹤0.01%	317
2021 Q2	$30K	Buy	2,074 +472	+29%	+$6.83K	﹤0.01%	300
2021 Q1	$22K	Sell	1,602 -310	-16%	-$5.05K	﹤0.01%	301
2020 Q4	$36K	Buy	+1,912	New	+$31.2K	0.01%	233
2020 Q2	–	Sell	-40	Closed	-$1K	–	800
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	733
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	704
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	599
2019 Q2	$1K	Buy	+40	New	+$885	﹤0.01%	394
2015 Q4	–	Sell	-98	Closed	-$4K	–	564
2015 Q3	$4K	Hold	98	–	–	﹤0.01%	289
2015 Q2	$7K	Hold	98	–	–	﹤0.01%	183
2015 Q1	$6K	Hold	98	–	–	﹤0.01%	219
2014 Q4	$6K	Sell	98 -129	-57%	-$6.93K	﹤0.01%	223
2014 Q3	$10K	Hold	227	–	–	﹤0.01%	176
2014 Q2	$11K	Buy	227 +98	+76%	+$4.82K	0.01%	143
2014 Q1	$6K	Sell	129 -61	-32%	-$2.96K	﹤0.01%	160
2013 Q4	$8K	Buy	190 +61	+47%	+$2.51K	0.01%	196
2013 Q3	$5K	Hold	129	–	–	﹤0.01%	173
2013 Q2	$4K	Buy	+129	New	+$3.85K	﹤0.01%	211

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

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

LCM

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

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

CCM

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Lenox Wealth Advisors's VTRS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Viatris (VTRS) stake by 9.6% in Q1 2022, buying an estimated $2.49K and bringing the position to 2,163 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Lenox Wealth Advisors first reported a position in VTRS in Q2 2013 and has held it in 20 quarters since. The position peaked at $36K in Q4 2020. 1,023 funds tracked by Wall St. Rank hold VTRS as of Q1 2022.

Lenox Wealth Advisors held 2,163 shares of Viatris worth $24K as of Q1 2022.
Lenox Wealth Advisors bought 189 Viatris shares in Q1 2022, an estimated $2.49K.
Viatris made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #354 holding.
Lenox Wealth Advisors first reported a position in Viatris in Q2 2013 and has held it in 20 quarters since.
Lenox Wealth Advisors's Viatris position peaked at $36K in Q4 2020.
1,023 funds tracked by Wall St. Rank held Viatris as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.