Surevest’s Viatris VTRS Stock Holding History

Surevest’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 Q3	$1K	Hold	144	–	–	﹤0.01%	500
2022 Q2	$2K	Hold	144	–	–	﹤0.01%	440
2022 Q1	$2K	Hold	144	–	–	﹤0.01%	419
2021 Q4	$2K	Buy	+144	New	+$1.92K	﹤0.01%	429

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

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Surevest's VTRS Position: Q3 2022 in Review

Surevest held its Viatris (VTRS) position steady in Q3 2022 at 144 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Surevest first reported a position in VTRS in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q2 2022. 980 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

Surevest held 144 shares of Viatris worth $1K as of Q3 2022.
Surevest left its Viatris share count unchanged in Q3 2022.
Viatris made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #500 holding.
Surevest first reported a position in Viatris in Q4 2021 and has held it in 4 quarters since.
Surevest's Viatris position peaked at $2K in Q2 2022.
980 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.