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tru Independence’s Viatris VTRS Stock Holding History

tru Independence’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
2021
Q4 		– Sell
-16,820
Closed -$228K – 202
2021
Q3 		$228K Sell
16,820
-1,015
-6% -$14.4K 0.06% 133
2021
Q2 		$255K Buy
17,835
+303
+2% +$4.38K 0.08% 82
2021
Q1 		$245K Buy
17,532
+1,007
+6% +$16.4K 0.05% 224
2020
Q4 		$310 Buy
+16,525
New +$270K ﹤0.01% 403
2020
Q3 		– Sell
-100
Closed -$2 – 847
2020
Q2 		$2 Sell
100
-200
-67% -$3.24K ﹤0.01% 822
2020
Q1 		$4 Hold
300
– – ﹤0.01% 568
2019
Q4 		$4K Buy
+300
New +$5.58K ﹤0.01% 727

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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

tru Independence's VTRS Position: Q4 2021 in Review

tru Independence sold out of Viatris (VTRS) in Q4 2021, closing a stake of 16,820 shares — an estimated $228K sold.

tru Independence first reported a position in VTRS in Q4 2019 and held it in 7 quarters. The position peaked at $255K in Q2 2021. 1,071 funds tracked by Wall St. Rank hold VTRS as of Q4 2021.

  • tru Independence reported no remaining Viatris position as of Q4 2021 after selling out during the quarter.
  • tru Independence sold 16,820 Viatris shares in Q4 2021, an estimated $228K.
  • tru Independence first reported a position in Viatris in Q4 2019 and held it in 7 quarters.
  • tru Independence's Viatris position peaked at $255K in Q2 2021.
  • 1,071 funds tracked by Wall St. Rank held Viatris as of Q4 2021.

Based on tru Independence's 13F filing for Q4 2021, filed 21 Jan 2022.