WBG
VTRS icon

Wharton Business Group’s Viatris VTRS Stock Holding History

Wharton Business Group’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
2016
Q4 		– Sell
-22,803
Closed -$869K – 116
2016
Q3 		$869K Sell
22,803
-25,427
-53% -$1.13M 0.11% 79
2016
Q2 		$2.08M Sell
48,230
-1,601
-3% -$70.8K 0.25% 65
2016
Q1 		$2.31M Sell
49,831
-1,303
-3% -$62.9K 0.26% 66
2015
Q4 		$2.77M Sell
51,134
-2,335
-4% -$112K 0.27% 61
2015
Q3 		$2.15M Sell
53,469
-640
-1% -$35.7K 0.21% 65
2015
Q2 		$3.67M Sell
54,109
-1,930
-3% -$136K 0.24% 61
2015
Q1 		$3.33M Sell
56,039
-8,403
-13% -$479K 0.27% 66
2014
Q4 		$3.63M Sell
64,442
-28,843
-31% -$1.55M 0.3% 65
2014
Q3 		$4.24M Buy
93,285
+8,920
+11% +$434K 0.38% 61
2014
Q2 		$4.35M Sell
84,365
-2,805
-3% -$138K 0.48% 55
2014
Q1 		$4.26M Sell
87,170
-2,675
-3% -$130K 0.34% 66
2013
Q4 		$3.9M Sell
89,845
-8,975
-9% -$369K 0.33% 58
2013
Q3 		$3.77M Sell
98,820
-3,685
-4% -$130K 0.32% 61
2013
Q2 		$3.18M Buy
+102,505
New +$3.06M 0.28% 65

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Wharton Business Group's VTRS Position: Q4 2016 in Review

Wharton Business Group sold out of Viatris (VTRS) in Q4 2016, closing a stake of 22,803 shares — an estimated $869K sold.

Wharton Business Group first reported a position in VTRS in Q2 2013 and held it in 14 quarters. The position peaked at $4.35M in Q2 2014. 542 funds tracked by Wall St. Rank hold VTRS as of Q4 2016.

  • Wharton Business Group reported no remaining Viatris position as of Q4 2016 after selling out during the quarter.
  • Wharton Business Group sold 22,803 Viatris shares in Q4 2016, an estimated $869K.
  • Wharton Business Group first reported a position in Viatris in Q2 2013 and held it in 14 quarters.
  • Wharton Business Group's Viatris position peaked at $4.35M in Q2 2014.
  • 542 funds tracked by Wall St. Rank held Viatris as of Q4 2016.

Based on Wharton Business Group's 13F filing for Q4 2016, filed 10 Feb 2017.