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Mid Atlantic Financial Management’s Viatris VTRS Stock Holding History

Mid Atlantic Financial Management’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 		$151K Buy
11,135
+691
+7% +$9.8K 0.01% 865
2021
Q2 		$149K Sell
10,444
-639
-6% -$9.24K 0.01% 876
2021
Q1 		$155K Sell
11,083
-1,491
-12% -$24.3K 0.01% 800
2020
Q4 		$236K Buy
+12,574
New +$205K 0.02% 669

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

Mid Atlantic Financial Management's VTRS Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Viatris (VTRS) stake by 6.6% in Q3 2021, buying an estimated $9.8K and bringing the position to 11,135 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #865.

Mid Atlantic Financial Management first reported a position in VTRS in Q4 2020 and has held it in 4 quarters since. The position peaked at $236K in Q4 2020. 1,017 funds tracked by Wall St. Rank hold VTRS as of Q3 2021.

  • Mid Atlantic Financial Management held 11,135 shares of Viatris worth $151K as of Q3 2021.
  • Mid Atlantic Financial Management bought 691 Viatris shares in Q3 2021, an estimated $9.8K.
  • Viatris made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #865 holding.
  • Mid Atlantic Financial Management first reported a position in Viatris in Q4 2020 and has held it in 4 quarters since.
  • Mid Atlantic Financial Management's Viatris position peaked at $236K in Q4 2020.
  • 1,017 funds tracked by Wall St. Rank held Viatris as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.