Yorktown Management & Research Company’s Viatris VTRS Stock Holding History

Yorktown Management & Research Company’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 Q3	–	Sell	-16,500	Closed	-$314K	–	347
2019 Q2	$314K	Sell	16,500 -8,000	-33%	-$177K	0.12%	222
2019 Q1	$694K	Sell	24,500 -1,000	-4%	-$29.2K	0.22%	115
2018 Q4	$699K	Sell	25,500 -3,100	-11%	-$100K	0.23%	117
2018 Q3	$1.05M	Buy	28,600 +8,100	+40%	+$304K	0.31%	96
2018 Q2	$741K	Buy	20,500 +14,500	+242%	+$569K	0.21%	122
2018 Q1	$247K	Buy	+6,000	New	+$256K	0.07%	329
2016 Q2	–	Sell	-4,800	Closed	-$222K	–	369
2016 Q1	$222K	Hold	4,800	–	–	0.04%	308
2015 Q4	$260K	Buy	+4,800	New	+$231K	0.05%	301
2015 Q3	–	Sell	-4,800	Closed	-$326K	–	516
2015 Q2	$326K	Hold	4,800	–	–	0.06%	199
2015 Q1	$285K	Hold	4,800	–	–	0.05%	248
2014 Q4	$271K	Hold	4,800	–	–	0.06%	224
2014 Q3	$218K	Hold	4,800	–	–	0.04%	390
2014 Q2	$247K	Hold	4,800	–	–	0.05%	327
2014 Q1	$234K	Buy	+4,800	New	+$233K	0.04%	362

Other funds holding VTRS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

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

Yorktown Management & Research Company's VTRS Position: Q3 2019 in Review

Yorktown Management & Research Company sold out of Viatris (VTRS) in Q3 2019, closing a stake of 16,500 shares — an estimated $314K sold.

Yorktown Management & Research Company first reported a position in VTRS in Q1 2014 and held it in 14 quarters. The position peaked at $1.05M in Q3 2018. 434 funds tracked by Wall St. Rank hold VTRS as of Q3 2019.

Yorktown Management & Research Company reported no remaining Viatris position as of Q3 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 16,500 Viatris shares in Q3 2019, an estimated $314K.
Yorktown Management & Research Company first reported a position in Viatris in Q1 2014 and held it in 14 quarters.
Yorktown Management & Research Company's Viatris position peaked at $1.05M in Q3 2018.
434 funds tracked by Wall St. Rank held Viatris as of Q3 2019.

Based on Yorktown Management & Research Company's 13F filing for Q3 2019, filed 1 Nov 2019.