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Spirit of America Management Corp’s Viatris VTRS Stock Holding History

Spirit of America Management Corp’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
Q1 		– Sell
-1,135
Closed -$15K – 244
2021
Q4 		$15K Hold
1,135
– – ﹤0.01% 240
2021
Q3 		$15K Hold
1,135
– – ﹤0.01% 240
2021
Q2 		$16K Hold
1,135
– – ﹤0.01% 239
2021
Q1 		$16K Sell
1,135
-620
-35% -$10.1K ﹤0.01% 227
2020
Q4 		$33K Buy
+1,755
New +$28.6K 0.01% 222
2018
Q3 		– Sell
-2,800
Closed -$101K – 257
2018
Q2 		$101K Hold
2,800
– – 0.01% 251
2018
Q1 		$115K Hold
2,800
– – 0.02% 247
2017
Q4 		$118K Hold
2,800
– – 0.01% 248
2017
Q3 		$88K Hold
2,800
– – 0.01% 337
2017
Q2 		$109K Hold
2,800
– – 0.01% 322
2017
Q1 		$109K Hold
2,800
– – 0.01% 325
2016
Q4 		$107K Hold
2,800
– – 0.01% 328
2016
Q3 		$107K Sell
2,800
-3,000
-52% -$133K 0.01% 323
2016
Q2 		$251K Sell
5,800
-3,800
-40% -$168K 0.04% 264
2016
Q1 		$445K Hold
9,600
– – 0.08% 195
2015
Q4 		$519K Hold
9,600
– – 0.1% 176
2015
Q3 		$387K Hold
9,600
– – 0.08% 213
2015
Q2 		$651K Buy
9,600
+1,400
+17% +$98.9K 0.13% 155
2015
Q1 		$487K Hold
8,200
– – 0.1% 193
2014
Q4 		$462K Hold
8,200
– – 0.12% 186
2014
Q3 		$373K Hold
8,200
– – 0.11% 217
2014
Q2 		$423K Sell
8,200
-4,500
-35% -$221K 0.17% 166
2014
Q1 		$620K Buy
+12,700
New +$617K 0.26% 129
2013
Q4 		– Sell
-12,700
Closed -$485K – 189
2013
Q3 		$485K Buy
+12,700
New +$447K 0.18% 167

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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Spirit of America Management Corp's VTRS Position: Q1 2022 in Review

Spirit of America Management Corp sold out of Viatris (VTRS) in Q1 2022, closing a stake of 1,135 shares — an estimated $15K sold.

Spirit of America Management Corp first reported a position in VTRS in Q3 2013 and held it in 24 quarters. The position peaked at $651K in Q2 2015. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q1 2022.

  • Spirit of America Management Corp reported no remaining Viatris position as of Q1 2022 after selling out during the quarter.
  • Spirit of America Management Corp sold 1,135 Viatris shares in Q1 2022, an estimated $15K.
  • Spirit of America Management Corp first reported a position in Viatris in Q3 2013 and held it in 24 quarters.
  • Spirit of America Management Corp's Viatris position peaked at $651K in Q2 2015.
  • 1,024 funds tracked by Wall St. Rank held Viatris as of Q1 2022.

Based on Spirit of America Management Corp's 13F filing for Q1 2022, filed 19 Apr 2022.