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Disciplined Investments’s Moderna MRNA Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-20
Closed -$2.43K – 1003
2023
Q2 		$2.43K Buy
20
+10
+100% +$1.33K ﹤0.01% 587
2023
Q1 		$1.54K Sell
10
-7
-41% -$1.16K ﹤0.01% 786
2022
Q4 		$3.05K Buy
17
+8
+89% +$1.31K ﹤0.01% 493
2022
Q3 		$1K Buy
9
+5
+125% +$759 ﹤0.01% 994
2022
Q2 		$1K Sell
4
-9
-69% -$1.29K ﹤0.01% 1017
2022
Q1 		$2K Buy
+13
New +$2.19K ﹤0.01% 743

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
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Disciplined Investments's MRNA Position: Q3 2023 in Review

Disciplined Investments sold out of Moderna (MRNA) in Q3 2023, closing a stake of 20 shares — an estimated $2.43K sold.

Disciplined Investments first reported a position in MRNA in Q1 2022 and held it in 6 quarters. The position peaked at $3.05K in Q4 2022. 889 funds tracked by Wall St. Rank hold MRNA as of Q3 2023.

  • Disciplined Investments reported no remaining Moderna position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Moderna shares in Q3 2023, an estimated $2.43K.
  • Disciplined Investments first reported a position in Moderna in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Moderna position peaked at $3.05K in Q4 2022.
  • 889 funds tracked by Wall St. Rank held Moderna as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.