RBA
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Richard Bernstein Advisors’s Viatris VTRS Stock Holding History

Richard Bernstein 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
-17,990
Closed -$337K – 326
2020
Q4 		$337K Buy
+17,990
New +$293K 0.01% 275
2018
Q1 		– Sell
-150
Closed -$6K – 346
2017
Q4 		$6K Buy
+150
New +$5.73K ﹤0.01% 315
2015
Q2 		– Sell
-47,552
Closed -$2.82M – 270
2015
Q1 		$2.82M Hold
47,552
– – 0.37% 93
2014
Q4 		$2.68M Hold
47,552
– – 0.28% 131
2014
Q3 		$2.16M Hold
47,552
– – 0.23% 137
2014
Q2 		$2.45M Hold
47,552
– – 0.29% 127
2014
Q1 		$2.32M Buy
47,552
+5,854
+14% +$284K 0.33% 100
2013
Q4 		$1.81M Hold
41,698
– – 0.37% 94
2013
Q3 		$1.59M Hold
41,698
– – 0.47% 63
2013
Q2 		$1.29M Buy
+41,698
New +$1.25M 0.43% 73

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return