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Palisades Investment Partners’s Viatris VTRS Stock Holding History

Palisades Investment Partners’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
Q2 		$387K Sell
7,500
-5,100
-40% -$251K 0.69% 54
2014
Q1 		$615K Hold
12,600
– – 0.67% 56
2013
Q4 		$564K Sell
12,600
-4,000
-24% -$164K 0.62% 58
2013
Q3 		$634K Hold
16,600
– – 0.6% 55
2013
Q2 		$515K Buy
+16,600
New +$496K 0.51% 62

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Palisades Investment Partners's VTRS Position: Q2 2014 in Review

Palisades Investment Partners reduced its Viatris (VTRS) stake by 40% in Q2 2014, selling an estimated $251K and leaving 7,500 shares worth $387K. The position accounts for 0.69% of the portfolio, ranked #54.

Palisades Investment Partners first reported a position in VTRS in Q2 2013 and has held it in 5 quarters since. The position peaked at $634K in Q3 2013. 640 funds tracked by Wall St. Rank hold VTRS as of Q2 2014.

  • Palisades Investment Partners held 7,500 shares of Viatris worth $387K as of Q2 2014.
  • Palisades Investment Partners sold 5,100 Viatris shares in Q2 2014, an estimated $251K.
  • Viatris made up 0.69% of Palisades Investment Partners's portfolio in Q2 2014, its #54 holding.
  • Palisades Investment Partners first reported a position in Viatris in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's Viatris position peaked at $634K in Q3 2013.
  • 640 funds tracked by Wall St. Rank held Viatris as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.