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Sugarloaf Wealth Management’s Viatris VTRS Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$15.3K Sell
1,232
-333
-21% -$4.09K ﹤0.01% 439
2024
Q3 		$18.2K Sell
1,565
-343
-18% -$3.96K ﹤0.01% 426
2024
Q2 		$20.3K Buy
1,908
+9
+0.5% +$99 ﹤0.01% 396
2024
Q1 		$22.7K Sell
1,899
-14
-0.7% -$169 ﹤0.01% 388
2023
Q4 		$20.7K Buy
1,913
+9
+0.5% +$86 0.01% 395
2023
Q3 		$18.8K Sell
1,904
-725
-28% -$7.55K ﹤0.01% 388
2023
Q2 		$26.2K Sell
2,629
-2,663
-50% -$25.4K 0.01% 358
2023
Q1 		$50.9K Sell
5,292
-2,541
-32% -$28.2K 0.01% 288
2022
Q4 		$87.2K Sell
7,833
-817
-9% -$8.54K 0.02% 212
2022
Q3 		$74K Buy
8,650
+88
+1% +$866 0.02% 237
2022
Q2 		$90K Buy
8,562
+219
+3% +$2.4K 0.02% 203
2022
Q1 		$91K Buy
8,343
+5,726
+219% +$75.4K 0.02% 199
2021
Q4 		$35K Buy
2,617
+1,287
+97% +$17.2K 0.01% 347
2021
Q3 		$18K Buy
1,330
+208
+19% +$2.95K ﹤0.01% 447
2021
Q2 		$16K Sell
1,122
-33
-3% -$477 ﹤0.01% 454
2021
Q1 		$16 Sell
1,155
-24
-2% -$391 ﹤0.01% 453
2020
Q4 		$22K Buy
1,179
+854
+263% +$13.9K 0.01% 368
2020
Q3 		$5K Hold
325
– – ﹤0.01% 530
2020
Q2 		$5K Hold
325
– – ﹤0.01% 531
2020
Q1 		$5K Hold
325
– – ﹤0.01% 518
2019
Q4 		$7K Buy
+325
New +$6.05K ﹤0.01% 502

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's VTRS Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Viatris (VTRS) stake by 21% in Q4 2024, selling an estimated $4.09K and leaving 1,232 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Sugarloaf Wealth Management first reported a position in VTRS in Q4 2019 and has held it in 21 quarters since. The position peaked at $91K in Q1 2022. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Sugarloaf Wealth Management held 1,232 shares of Viatris worth $15.3K as of Q4 2024.
  • Sugarloaf Wealth Management sold 333 Viatris shares in Q4 2024, an estimated $4.09K.
  • Viatris made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #439 holding.
  • Sugarloaf Wealth Management first reported a position in Viatris in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Viatris position peaked at $91K in Q1 2022.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.