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Winslow Evans & Crocker’s Viatris VTRS Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$103K Buy
+5,492
New +$89.6K 0.02% 431
2017
Q1 		– Sell
-268
Closed -$10.2K – 1283
2016
Q4 		$10.2K Sell
268
-250
-48% -$9.29K ﹤0.01% 875
2016
Q3 		$19.7K Hold
518
– – 0.01% 740
2016
Q2 		$22.3K Buy
518
+2
+0.4% +$88 0.01% 678
2016
Q1 		$23.9K Sell
516
-2
-0.4% -$97 0.01% 654
2015
Q4 		$27.9K Hold
518
– – 0.01% 665
2015
Q3 		$20.8K Sell
518
-212
-29% -$11.8K 0.01% 708
2015
Q2 		$49.4K Buy
730
+250
+52% +$17.7K 0.01% 550
2015
Q1 		$28.4K Hold
480
– – 0.01% 660
2014
Q4 		$27K Hold
480
– – 0.01% 660
2014
Q3 		$21.8K Buy
480
+1
+0.2% +$49 0.01% 720
2014
Q2 		$24.7K Hold
479
– – 0.01% 630
2014
Q1 		$23.4K Hold
479
– – 0.01% 631
2013
Q4 		$20K Buy
+479
New +$19.7K 0.01% 706

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Winslow Evans & Crocker's VTRS Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Viatris (VTRS) in Q4 2020: 5,492 shares worth $103K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in VTRS as recently as Q4 2016.

Winslow Evans & Crocker first reported a position in VTRS in Q4 2013 and has held it in 14 quarters since. 1,206 funds tracked by Wall St. Rank hold VTRS as of Q4 2020.

  • Winslow Evans & Crocker held 5,492 shares of Viatris worth $103K as of Q4 2020.
  • Viatris was a new Winslow Evans & Crocker position in Q4 2020.
  • Viatris made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #431 holding.
  • Winslow Evans & Crocker first reported a position in Viatris in Q4 2013 and has held it in 14 quarters since.
  • 1,206 funds tracked by Wall St. Rank held Viatris as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.