Plancorp LLC’s Viatris VTRS Stock Holding History

Plancorp LLC’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 Q2	–	Sell	-18,658	Closed	-$179K	–	259
2023 Q1	$179K	Sell	18,658 -850	-4%	-$9.43K	0.01%	245
2022 Q4	$217K	Buy	19,508 +1,254	+7%	+$13.1K	0.01%	222
2022 Q3	$156K	Buy	+18,254	New	+$180K	0.01%	222

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Plancorp LLC's VTRS Position: Q2 2023 in Review

Plancorp LLC sold out of Viatris (VTRS) in Q2 2023, closing a stake of 18,658 shares — an estimated $179K sold.

Plancorp LLC first reported a position in VTRS in Q3 2022 and held it in 3 quarters. The position peaked at $217K in Q4 2022. 986 funds tracked by Wall St. Rank hold VTRS as of Q2 2023.

Plancorp LLC reported no remaining Viatris position as of Q2 2023 after selling out during the quarter.
Plancorp LLC sold 18,658 Viatris shares in Q2 2023, an estimated $179K.
Plancorp LLC first reported a position in Viatris in Q3 2022 and held it in 3 quarters.
Plancorp LLC's Viatris position peaked at $217K in Q4 2022.
986 funds tracked by Wall St. Rank held Viatris as of Q2 2023.

Based on Plancorp LLC's 13F filing for Q2 2023, filed 26 Jul 2023.