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Simon Quick Advisors’s Viatris VTRS Stock Holding History

Simon Quick 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
2020
Q4 		– Sell
-265
Closed -$4K – 556
2020
Q3 		$4K Sell
265
-1,446
-85% -$23.1K ﹤0.01% 387
2020
Q2 		$28K Buy
1,711
+419
+32% +$6.79K 0.01% 268
2020
Q1 		$19K Buy
+1,292
New +$24.8K 0.01% 289
2018
Q1 		– Sell
-7
Closed – – 421
2017
Q4 		$0 Sell
7
-5
-42% -$191 ﹤0.01% 592
2017
Q3 		$0 Buy
+12
New +$407 ﹤0.01% 538

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Simon Quick Advisors's VTRS Position: Q4 2020 in Review

Simon Quick Advisors sold out of Viatris (VTRS) in Q4 2020, closing a stake of 265 shares — an estimated $4K sold.

Simon Quick Advisors first reported a position in VTRS in Q3 2017 and held it in 5 quarters. The position peaked at $28K in Q2 2020. 1,206 funds tracked by Wall St. Rank hold VTRS as of Q4 2020.

  • Simon Quick Advisors reported no remaining Viatris position as of Q4 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 265 Viatris shares in Q4 2020, an estimated $4K.
  • Simon Quick Advisors first reported a position in Viatris in Q3 2017 and held it in 5 quarters.
  • Simon Quick Advisors's Viatris position peaked at $28K in Q2 2020.
  • 1,206 funds tracked by Wall St. Rank held Viatris as of Q4 2020.

Based on Simon Quick Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.