Mosaic Family Wealth’s Viatris VTRS Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-103	Closed	-$3K	–	593
2019 Q1	$3K	Hold	103	–	–	﹤0.01%	626
2018 Q4	$3K	Hold	103	–	–	﹤0.01%	585
2018 Q3	$4K	Sell	103 -171	-62%	-$6.42K	﹤0.01%	575
2018 Q2	$10K	Buy	274 +171	+166%	+$6.71K	﹤0.01%	536
2018 Q1	$4K	Hold	103	–	–	﹤0.01%	602
2017 Q4	$4K	Buy	+103	New	+$3.94K	﹤0.01%	618
2017 Q3	–	Sell	-1,200	Closed	-$47K	–	973
2017 Q2	$47K	Hold	1,200	–	–	0.02%	334
2017 Q1	$47K	Sell	1,200 -800	-40%	-$32.3K	0.02%	333
2016 Q4	$76K	Sell	2,000 -1,600	-44%	-$59.4K	0.04%	283
2016 Q3	$137K	Buy	3,600 +400	+13%	+$17.8K	0.06%	213
2016 Q2	$139K	Buy	+3,200	New	+$142K	0.07%	191

Other funds holding VTRS

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

CCM

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

Mosaic Family Wealth's VTRS Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Viatris (VTRS) in Q2 2019, closing a stake of 103 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in VTRS in Q2 2016 and held it in 11 quarters. The position peaked at $139K in Q2 2016. 440 funds tracked by Wall St. Rank hold VTRS as of Q2 2019.

Mosaic Family Wealth reported no remaining Viatris position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 103 Viatris shares in Q2 2019, an estimated $3K.
Mosaic Family Wealth first reported a position in Viatris in Q2 2016 and held it in 11 quarters.
Mosaic Family Wealth's Viatris position peaked at $139K in Q2 2016.
440 funds tracked by Wall St. Rank held Viatris as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.