WIS
VTRS icon

Wright Investors Service’s Viatris VTRS Stock Holding History

Wright Investors Service’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
2023
Q2 		– Sell
-89,091
Closed -$857K – 161
2023
Q1 		$857K Buy
89,091
+74
+0.1% +$821 0.24% 103
2022
Q4 		$991K Buy
+89,017
New +$930K 0.28% 96
2016
Q2 		– Sell
-5,085
Closed -$236K – 234
2016
Q1 		$236K Buy
+5,085
New +$245K 0.09% 205

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wright Investors Service's VTRS Position: Q2 2023 in Review

Wright Investors Service sold out of Viatris (VTRS) in Q2 2023, closing a stake of 89,091 shares — an estimated $857K sold.

Wright Investors Service first reported a position in VTRS in Q1 2016 and held it in 3 quarters. The position peaked at $991K in Q4 2022. 986 funds tracked by Wall St. Rank hold VTRS as of Q2 2023.

  • Wright Investors Service reported no remaining Viatris position as of Q2 2023 after selling out during the quarter.
  • Wright Investors Service sold 89,091 Viatris shares in Q2 2023, an estimated $857K.
  • Wright Investors Service first reported a position in Viatris in Q1 2016 and held it in 3 quarters.
  • Wright Investors Service's Viatris position peaked at $991K in Q4 2022.
  • 986 funds tracked by Wall St. Rank held Viatris as of Q2 2023.

Based on Wright Investors Service's 13F filing for Q2 2023, filed 27 Jul 2023.