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Shelter Mutual Insurance’s Viatris VTRS Stock Holding History

Shelter Mutual Insurance’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
Q2 		– Sell
-18,092
Closed -$253K – 55
2021
Q1 		$253K Hold
18,092
– – 0.07% 52
2020
Q4 		$339K Buy
+18,092
New +$295K 0.11% 48

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shelter Mutual Insurance's VTRS Position: Q2 2021 in Review

Shelter Mutual Insurance sold out of Viatris (VTRS) in Q2 2021, closing a stake of 18,092 shares — an estimated $253K sold.

Shelter Mutual Insurance first reported a position in VTRS in Q4 2020 and held it in 2 quarters. The position peaked at $339K in Q4 2020. 1,044 funds tracked by Wall St. Rank hold VTRS as of Q2 2021.

  • Shelter Mutual Insurance reported no remaining Viatris position as of Q2 2021 after selling out during the quarter.
  • Shelter Mutual Insurance sold 18,092 Viatris shares in Q2 2021, an estimated $253K.
  • Shelter Mutual Insurance first reported a position in Viatris in Q4 2020 and held it in 2 quarters.
  • Shelter Mutual Insurance's Viatris position peaked at $339K in Q4 2020.
  • 1,044 funds tracked by Wall St. Rank held Viatris as of Q2 2021.

Based on Shelter Mutual Insurance's 13F filing for Q2 2021, filed 2 Aug 2021.