Willingdon Wealth Management’s Viatris VTRS Stock Holding History

Willingdon Wealth 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
2019 Q4	–	Sell	-28	Closed	-$1K	–	543
2019 Q3	$1K	Buy	+28	New	+$549	﹤0.01%	478

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Willingdon Wealth Management's VTRS Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Viatris (VTRS) in Q4 2019, closing a stake of 28 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in VTRS in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 467 funds tracked by Wall St. Rank hold VTRS as of Q4 2019.

Willingdon Wealth Management reported no remaining Viatris position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 28 Viatris shares in Q4 2019, an estimated $1K.
Willingdon Wealth Management first reported a position in Viatris in Q3 2019 and held it in 1 quarter.
Willingdon Wealth Management's Viatris position peaked at $1K in Q3 2019.
467 funds tracked by Wall St. Rank held Viatris as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.