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Welch & Forbes’s Viatris VTRS Stock Holding History

Welch & Forbes’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 		– Sell
-10,802
Closed -$113K – 383
2022
Q2 		$113K Sell
10,802
-164
-1% -$1.8K ﹤0.01% 373
2022
Q1 		$120K Sell
10,966
-7,443
-40% -$98.1K ﹤0.01% 383
2021
Q4 		$249K Sell
18,409
-2,073
-10% -$27.7K ﹤0.01% 357
2021
Q3 		$277K Sell
20,482
-4,658
-19% -$66.1K ﹤0.01% 350
2021
Q2 		$359K Sell
25,140
-4,558
-15% -$65.9K 0.01% 329
2021
Q1 		$415K Sell
29,698
-28,241
-49% -$460K 0.01% 302
2020
Q4 		$1.09M Buy
+57,939
New +$945K 0.02% 210

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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
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

Welch & Forbes's VTRS Position: Q3 2022 in Review

Welch & Forbes sold out of Viatris (VTRS) in Q3 2022, closing a stake of 10,802 shares — an estimated $113K sold.

Welch & Forbes first reported a position in VTRS in Q4 2020 and held it in 7 quarters. The position peaked at $1.09M in Q4 2020. 980 funds tracked by Wall St. Rank hold VTRS as of Q3 2022.

  • Welch & Forbes reported no remaining Viatris position as of Q3 2022 after selling out during the quarter.
  • Welch & Forbes sold 10,802 Viatris shares in Q3 2022, an estimated $113K.
  • Welch & Forbes first reported a position in Viatris in Q4 2020 and held it in 7 quarters.
  • Welch & Forbes's Viatris position peaked at $1.09M in Q4 2020.
  • 980 funds tracked by Wall St. Rank held Viatris as of Q3 2022.

Based on Welch & Forbes's 13F filing for Q3 2022, filed 31 Oct 2022.