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Burleson & Co’s Moderna MRNA Stock Holding History

Burleson & Co’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$9.88K Buy
55
+10
+22% +$1.64K ﹤0.01% 270
2022
Q3 		$5K Hold
45
– – ﹤0.01% 313
2022
Q2 		$6K Hold
45
– – ﹤0.01% 290
2022
Q1 		$8K Hold
45
– – ﹤0.01% 279
2021
Q4 		$11K Hold
45
– – ﹤0.01% 260
2021
Q3 		$17K Buy
+45
New +$16.6K ﹤0.01% 236

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burleson & Co's MRNA Position: Q4 2022 in Review

Burleson & Co increased its Moderna (MRNA) stake by 22% in Q4 2022, buying an estimated $1.64K and bringing the position to 55 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Burleson & Co first reported a position in MRNA in Q3 2021 and has held it in 6 quarters since. The position peaked at $17K in Q3 2021. 1,072 funds tracked by Wall St. Rank hold MRNA as of Q4 2022.

  • Burleson & Co held 55 shares of Moderna worth $9.88K as of Q4 2022.
  • Burleson & Co bought 10 Moderna shares in Q4 2022, an estimated $1.64K.
  • Moderna made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #270 holding.
  • Burleson & Co first reported a position in Moderna in Q3 2021 and has held it in 6 quarters since.
  • Burleson & Co's Moderna position peaked at $17K in Q3 2021.
  • 1,072 funds tracked by Wall St. Rank held Moderna as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.