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Rational Advisors’s Viatris VTRS Stock Holding History

Rational 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
2021
Q1 		– Sell
-5,300
Closed -$99K – 244
2020
Q4 		$99K Buy
5,300
+4,775
+910% +$77.9K 0.03% 163
2020
Q3 		$8K Sell
525
-284
-35% -$4.54K ﹤0.01% 315
2020
Q2 		$13K Buy
+809
New +$13.1K 0.01% 340
2020
Q1 		– Sell
-6,957
Closed -$140K – 514
2019
Q4 		$140K Buy
6,957
+6,186
+802% +$115K 0.07% 238
2019
Q3 		$15K Sell
771
-1,421
-65% -$27.9K 0.01% 477
2019
Q2 		$42K Buy
2,192
+2,011
+1,111% +$44.5K 0.01% 362
2019
Q1 		$5K Sell
181
-592
-77% -$17.3K ﹤0.01% 462
2018
Q4 		$21K Buy
773
+367
+90% +$11.9K 0.01% 348
2018
Q3 		$15K Buy
406
+390
+2,438% +$14.6K ﹤0.01% 376
2018
Q2 		$1K Buy
+16
New +$628 ﹤0.01% 495
2018
Q1 		– Sell
-4,500
Closed -$190K – 543
2017
Q4 		$190K Buy
+4,500
New +$172K 0.1% 193
2015
Q3 		$6K Hold
144
– – ﹤0.01% 392
2015
Q2 		$10K Hold
144
– – ﹤0.01% 356
2015
Q1 		$9K Sell
144
-96
-40% -$5.47K ﹤0.01% 367
2014
Q4 		$14K Buy
+240
New +$12.9K ﹤0.01% 395
2013
Q4 		$4M Sell
92,290
-24
-0% -$987 0.34% 92
2013
Q3 		$3.52M Sell
92,314
-49,340
-35% -$1.74M 0.27% 110
2013
Q2 		$4.4M Buy
+141,654
New +$4.23M 0.37% 78

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Rational Advisors's VTRS Position: Q1 2021 in Review

Rational Advisors sold out of Viatris (VTRS) in Q1 2021, closing a stake of 5,300 shares — an estimated $99K sold.

Rational Advisors first reported a position in VTRS in Q2 2013 and held it in 18 quarters. The position peaked at $4.4M in Q2 2013. 1,116 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Rational Advisors reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
  • Rational Advisors sold 5,300 Viatris shares in Q1 2021, an estimated $99K.
  • Rational Advisors first reported a position in Viatris in Q2 2013 and held it in 18 quarters.
  • Rational Advisors's Viatris position peaked at $4.4M in Q2 2013.
  • 1,116 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Rational Advisors's 13F filing for Q1 2021, filed 10 May 2021.