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Old Mutual Customised Solutions’s Viatris VTRS Stock Holding History

Old Mutual Customised Solutions’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
2014
Q4 		– Sell
-300
Closed -$14K – 742
2014
Q3 		$14K Sell
300
-1,100
-79% -$53.5K ﹤0.01% 690
2014
Q2 		$72K Hold
1,400
– – 0.02% 645
2014
Q1 		$68K Hold
1,400
– – 0.02% 657
2013
Q4 		$61K Hold
1,400
– – 0.02% 675
2013
Q3 		$53K Hold
1,400
– – 0.02% 677
2013
Q2 		$43K Buy
+1,400
New +$41.8K 0.01% 755

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Old Mutual Customised Solutions's VTRS Position: Q4 2014 in Review

Old Mutual Customised Solutions sold out of Viatris (VTRS) in Q4 2014, closing a stake of 300 shares — an estimated $14K sold.

Old Mutual Customised Solutions first reported a position in VTRS in Q2 2013 and held it in 6 quarters. The position peaked at $72K in Q2 2014. 661 funds tracked by Wall St. Rank hold VTRS as of Q4 2014.

  • Old Mutual Customised Solutions reported no remaining Viatris position as of Q4 2014 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 300 Viatris shares in Q4 2014, an estimated $14K.
  • Old Mutual Customised Solutions first reported a position in Viatris in Q2 2013 and held it in 6 quarters.
  • Old Mutual Customised Solutions's Viatris position peaked at $72K in Q2 2014.
  • 661 funds tracked by Wall St. Rank held Viatris as of Q4 2014.

Based on Old Mutual Customised Solutions's 13F filing for Q4 2014, filed 29 Jan 2015.