Sharkey, Howes & Javer’s Viatris VTRS Stock Holding History

Sharkey, Howes & Javer’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
2019 Q1	–	Sell	-150	Closed	–	–	220
2018 Q4	$0	Hold	150	–	–	﹤0.01%	225
2018 Q3	$5K	Hold	150	–	–	﹤0.01%	189
2018 Q2	$5K	Hold	150	–	–	﹤0.01%	177
2018 Q1	$6K	Hold	150	–	–	﹤0.01%	163
2017 Q4	$6K	Hold	150	–	–	﹤0.01%	167
2017 Q3	$6K	Hold	150	–	–	﹤0.01%	163
2017 Q2	$6K	Hold	150	–	–	﹤0.01%	165
2017 Q1	$6K	Hold	150	–	–	﹤0.01%	175
2016 Q4	$6K	Hold	150	–	–	﹤0.01%	177
2016 Q3	$6K	Hold	150	–	–	﹤0.01%	179
2016 Q2	$6K	Hold	150	–	–	﹤0.01%	184
2016 Q1	$7K	Hold	150	–	–	0.01%	194
2015 Q4	$8K	Hold	150	–	–	0.01%	189
2015 Q3	$7K	Hold	150	–	–	0.01%	188
2015 Q2	$10K	Hold	150	–	–	0.01%	159
2015 Q1	$9K	Buy	+150	New	+$8.55K	0.01%	180

Other funds holding VTRS

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return