ZIG
VTRS icon

Zuckerman Investment Group’s Viatris VTRS Stock Holding History

Zuckerman Investment Group’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
2024
Q4 		– Sell
-15,084
Closed -$175K – 160
2024
Q3 		$175K Sell
15,084
-4,992
-25% -$57.6K 0.02% 137
2024
Q2 		$213K Hold
20,076
– – 0.02% 136
2024
Q1 		$240K Buy
+20,076
New +$242K 0.03% 125
2023
Q1 		– Sell
-38,076
Closed -$424K – 134
2022
Q4 		$424K Buy
+38,076
New +$398K 0.07% 87

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zuckerman Investment Group's VTRS Position: Q4 2024 in Review

Zuckerman Investment Group sold out of Viatris (VTRS) in Q4 2024, closing a stake of 15,084 shares — an estimated $175K sold.

Zuckerman Investment Group first reported a position in VTRS in Q4 2022 and held it in 4 quarters. The position peaked at $424K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

  • Zuckerman Investment Group reported no remaining Viatris position as of Q4 2024 after selling out during the quarter.
  • Zuckerman Investment Group sold 15,084 Viatris shares in Q4 2024, an estimated $175K.
  • Zuckerman Investment Group first reported a position in Viatris in Q4 2022 and held it in 4 quarters.
  • Zuckerman Investment Group's Viatris position peaked at $424K in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Zuckerman Investment Group's 13F filing for Q4 2024, filed 13 Feb 2025.