SevenBridge Financial Group’s Viatris VTRS Stock Holding History

SevenBridge Financial 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
2022 Q4	–	Sell	-23,823	Closed	-$203K	–	187
2022 Q3	$203K	Buy	+23,823	New	+$234K	0.07%	162
2021 Q1	–	Sell	-10,926	Closed	-$205K	–	158
2020 Q4	$205K	Buy	+10,926	New	+$178K	0.08%	147
2019 Q3	–	Sell	-450	Closed	-$9K	–	566
2019 Q2	$9K	Buy	450 +150	+50%	+$3.32K	﹤0.01%	466
2019 Q1	$9K	Hold	300	–	–	﹤0.01%	428
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	399
2018 Q3	$11K	Hold	300	–	–	0.01%	408
2018 Q2	$11K	Hold	300	–	–	0.01%	417
2018 Q1	$12K	Hold	300	–	–	0.01%	410
2017 Q4	$13K	Hold	300	–	–	0.01%	419
2017 Q3	$9K	Hold	300	–	–	0.01%	462
2017 Q2	$12K	Hold	300	–	–	0.01%	437
2017 Q1	$12K	Hold	300	–	–	0.01%	420
2016 Q4	$11K	Hold	300	–	–	0.01%	437
2016 Q3	$11K	Hold	300	–	–	0.01%	432
2016 Q2	$13K	Buy	+300	New	+$13.3K	0.01%	484

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SevenBridge Financial Group's VTRS Position: Q4 2022 in Review

SevenBridge Financial Group sold out of Viatris (VTRS) in Q4 2022, closing a stake of 23,823 shares — an estimated $203K sold.

SevenBridge Financial Group first reported a position in VTRS in Q2 2016 and held it in 15 quarters. The position peaked at $205K in Q4 2020. 1,016 funds tracked by Wall St. Rank hold VTRS as of Q4 2022.

SevenBridge Financial Group reported no remaining Viatris position as of Q4 2022 after selling out during the quarter.
SevenBridge Financial Group sold 23,823 Viatris shares in Q4 2022, an estimated $203K.
SevenBridge Financial Group first reported a position in Viatris in Q2 2016 and held it in 15 quarters.
SevenBridge Financial Group's Viatris position peaked at $205K in Q4 2020.
1,016 funds tracked by Wall St. Rank held Viatris as of Q4 2022.

Based on SevenBridge Financial Group's 13F filing for Q4 2022, filed 26 Jan 2023.