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Waverton Investment Management’s Viatris VTRS Stock Holding History

Waverton Investment 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
2018
Q1 		– Sell
-10,309
Closed -$436K – 82
2017
Q4 		$436K Hold
10,309
– – 0.03% 76
2017
Q3 		$323K Buy
10,309
+112
+1% +$3.8K 0.02% 77
2017
Q2 		$396K Buy
+10,197
New +$391K 0.03% 77

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waverton Investment Management's VTRS Position: Q1 2018 in Review

Waverton Investment Management sold out of Viatris (VTRS) in Q1 2018, closing a stake of 10,309 shares — an estimated $436K sold.

Waverton Investment Management first reported a position in VTRS in Q2 2017 and held it in 3 quarters. The position peaked at $436K in Q4 2017. 530 funds tracked by Wall St. Rank hold VTRS as of Q1 2018.

  • Waverton Investment Management reported no remaining Viatris position as of Q1 2018 after selling out during the quarter.
  • Waverton Investment Management sold 10,309 Viatris shares in Q1 2018, an estimated $436K.
  • Waverton Investment Management first reported a position in Viatris in Q2 2017 and held it in 3 quarters.
  • Waverton Investment Management's Viatris position peaked at $436K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Viatris as of Q1 2018.

Based on Waverton Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.