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Ulland Investment Advisors’s Viatris VTRS Stock Holding History

Ulland Investment Advisors’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
-8
Closed – – 259
2023
Q4 		$0 Hold
8
– – ﹤0.01% 235
2023
Q3 		$0 Hold
8
– – ﹤0.01% 225
2023
Q2 		$0 Hold
8
– – ﹤0.01% 225
2023
Q1 		$0 Hold
8
– – ﹤0.01% 219
2022
Q4 		$0 Sell
8
-12
-60% -$125 ﹤0.01% 225
2022
Q3 		$0 Hold
20
– – ﹤0.01% 248
2022
Q2 		$0 Hold
20
– – ﹤0.01% 276
2022
Q1 		$0 Buy
20
+8
+67% +$105 ﹤0.01% 272
2021
Q4 		$0 Buy
+12
New +$160 ﹤0.01% 220

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
T. Rowe Price Associates
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Ulland Investment Advisors's VTRS Position: Q1 2024 in Review

Ulland Investment Advisors sold out of Viatris (VTRS) in Q1 2024, closing a stake of 8 shares.

Ulland Investment Advisors first reported a position in VTRS in Q4 2021 and held it in 9 quarters. The position peaked at $0 in Q4 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2024.

  • Ulland Investment Advisors reported no remaining Viatris position as of Q1 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 8 Viatris shares in Q1 2024.
  • Ulland Investment Advisors first reported a position in Viatris in Q4 2021 and held it in 9 quarters.
  • Ulland Investment Advisors's Viatris position peaked at $0 in Q4 2023.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2024.

Based on Ulland Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.