Mutual Advisors’s Viatris VTRS Stock Holding History

Mutual 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
2023 Q3	–	Sell	-11,705	Closed	-$117K	–	1056
2023 Q2	$117K	Buy	+11,705	New	+$112K	﹤0.01%	967
2021 Q4	–	Sell	-14,130	Closed	-$191K	–	934
2021 Q3	$191K	Sell	14,130 -596	-4%	-$8.46K	0.01%	837
2021 Q2	$210K	Sell	14,726 -810	-5%	-$11.7K	0.01%	777
2021 Q1	$217K	Sell	15,536 -1,118	-7%	-$18.2K	0.01%	712
2020 Q4	$312K	Buy	+16,654	New	+$272K	0.02%	595

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mutual Advisors's VTRS Position: Q3 2023 in Review

Mutual Advisors sold out of Viatris (VTRS) in Q3 2023, closing a stake of 11,705 shares — an estimated $117K sold.

Mutual Advisors first reported a position in VTRS in Q4 2020 and held it in 5 quarters. The position peaked at $312K in Q4 2020. 960 funds tracked by Wall St. Rank hold VTRS as of Q3 2023.

Mutual Advisors reported no remaining Viatris position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 11,705 Viatris shares in Q3 2023, an estimated $117K.
Mutual Advisors first reported a position in Viatris in Q4 2020 and held it in 5 quarters.
Mutual Advisors's Viatris position peaked at $312K in Q4 2020.
960 funds tracked by Wall St. Rank held Viatris as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.