Zacks Investment Management’s Viatris VTRS Stock Holding History

Zacks Investment 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
2022 Q2	–	Sell	-10,678	Closed	-$116K	–	660
2022 Q1	$116K	Buy	+10,678	New	+$141K	﹤0.01%	580
2016 Q4	–	Sell	-160,300	Closed	-$6.11M	–	740
2016 Q3	$6.11M	Buy	160,300 +3,969	+3%	+$176K	0.17%	121
2016 Q2	$6.76M	Sell	156,331 -6,967	-4%	-$308K	0.21%	113
2016 Q1	$7.57M	Buy	163,298 +12,776	+8%	+$617K	0.24%	105
2015 Q4	$8.14M	Buy	150,522 +34,525	+30%	+$1.66M	0.27%	106
2015 Q3	$4.67M	Buy	115,997 +110,910	+2,180%	+$6.18M	0.16%	134
2015 Q2	$345K	Sell	5,087 -14,570	-74%	-$1.03M	0.01%	499
2015 Q1	$1.17M	Sell	19,657 -7,126	-27%	-$406K	0.04%	256
2014 Q4	$1.51M	Buy	26,783 +22,303	+498%	+$1.2M	0.05%	203
2014 Q3	$204K	Hold	4,480	–	–	0.01%	631
2014 Q2	$231K	Hold	4,480	–	–	0.01%	627
2014 Q1	$219K	Buy	+4,480	New	+$218K	0.01%	623
2013 Q4	–	Sell	-7,780	Closed	-$297K	–	752
2013 Q3	$297K	Buy	+7,780	New	+$274K	0.01%	525

Other funds holding VTRS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Laurion Capital Management New York $1.07B AUM 75.73% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return