Truepoint Inc’s Viatris VTRS Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-14,157	Closed	-$153K	–	242
2023 Q4	$153K	Sell	14,157 -893	-6%	-$8.55K	﹤0.01%	237
2023 Q3	$148K	Buy	+15,050	New	+$157K	﹤0.01%	197

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

Truepoint Inc's VTRS Position: Q1 2024 in Review

Truepoint Inc sold out of Viatris (VTRS) in Q1 2024, closing a stake of 14,157 shares — an estimated $153K sold.

Truepoint Inc first reported a position in VTRS in Q3 2023 and held it in 2 quarters. The position peaked at $153K in Q4 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

Truepoint Inc reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 14,157 Viatris shares in Q1 2024, an estimated $153K.
Truepoint Inc first reported a position in Viatris in Q3 2023 and held it in 2 quarters.
Truepoint Inc's Viatris position peaked at $153K in Q4 2023.
1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.