Simplicity Solutions’s Viatris VTRS Stock Holding History

Simplicity Solutions’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
2023 Q4	$152K	Sell	14,081 -476	-3%	-$4.56K	﹤0.01%	988
2023 Q3	$144K	Sell	14,557 -3,134	-18%	-$32.6K	﹤0.01%	921
2023 Q2	$177K	Buy	17,691 +4,042	+30%	+$38.6K	﹤0.01%	977
2023 Q1	$131K	Sell	13,649 -8,348	-38%	-$92.6K	﹤0.01%	1049
2022 Q4	$245K	Sell	21,997 -950	-4%	-$9.93K	0.03%	549
2022 Q3	$196K	Buy	22,947 +1,614	+8%	+$15.9K	0.03%	603
2022 Q2	$223K	Buy	+21,333	New	+$234K	0.03%	549
2021 Q1	–	Sell	-61,861	Closed	-$1.16M	–	975
2020 Q4	$1.16M	Buy	+61,861	New	+$1.01M	0.02%	501
2019 Q4	–	Sell	-32,640	Closed	-$646K	–	877
2019 Q3	$646K	Buy	+32,640	New	+$640K	0.03%	377
2016 Q1	–	Sell	-18,805	Closed	-$1.02M	–	527
2015 Q4	$1.02M	Buy	+18,805	New	+$904K	0.12%	241

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Solutions's VTRS Position: Q4 2023 in Review

Simplicity Solutions reduced its Viatris (VTRS) stake by 3.3% in Q4 2023, selling an estimated $4.56K and leaving 14,081 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Simplicity Solutions first reported a position in VTRS in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.16M in Q4 2020. 1,014 funds tracked by Wall St. Rank hold VTRS as of Q4 2023.

Simplicity Solutions held 14,081 shares of Viatris worth $152K as of Q4 2023.
Simplicity Solutions sold 476 Viatris shares in Q4 2023, an estimated $4.56K.
Viatris made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #988 holding.
Simplicity Solutions first reported a position in Viatris in Q4 2015 and has held it in 10 quarters since.
Simplicity Solutions's Viatris position peaked at $1.16M in Q4 2020.
1,014 funds tracked by Wall St. Rank held Viatris as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.