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Rikoon Group’s Viatris VTRS Stock Holding History

Rikoon Group’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 		$227K Sell
16,223
-2,027
-11% -$33K 0.06% 215
2020
Q4 		$342K Buy
+18,250
New +$298K 0.1% 177

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

Rikoon Group's VTRS Position: Q1 2021 in Review

Rikoon Group reduced its Viatris (VTRS) stake by 11% in Q1 2021, selling an estimated $33K and leaving 16,223 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #215.

Rikoon Group first reported a position in VTRS in Q4 2020 and has held it in 2 quarters since. The position peaked at $342K in Q4 2020. 1,116 funds tracked by Wall St. Rank hold VTRS as of Q1 2021.

  • Rikoon Group held 16,223 shares of Viatris worth $227K as of Q1 2021.
  • Rikoon Group sold 2,027 Viatris shares in Q1 2021, an estimated $33K.
  • Viatris made up 0.06% of Rikoon Group's portfolio in Q1 2021, its #215 holding.
  • Rikoon Group first reported a position in Viatris in Q4 2020 and has held it in 2 quarters since.
  • Rikoon Group's Viatris position peaked at $342K in Q4 2020.
  • 1,116 funds tracked by Wall St. Rank held Viatris as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.