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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Richard Bernstein Advisors's VTRS Position: Q1 2021 in Review

Richard Bernstein Advisors sold out of Viatris (VTRS) in Q1 2021, closing a stake of 17,990 shares — an estimated $337K sold.

Richard Bernstein Advisors first reported a position in VTRS in Q2 2013 and held it in 10 quarters. The position peaked at $2.82M in Q1 2015. 1,116 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

Richard Bernstein Advisors reported no remaining Viatris position as of Q1 2021 after selling out during the quarter.
Richard Bernstein Advisors sold 17,990 Viatris shares in Q1 2021, an estimated $337K.
Richard Bernstein Advisors first reported a position in Viatris in Q2 2013 and held it in 10 quarters.
Richard Bernstein Advisors's Viatris position peaked at $2.82M in Q1 2015.
1,116 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Richard Bernstein Advisors's 13F filing for Q1 2021, filed 14 May 2021.