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Evelyn V. Moreno’s Meta Platforms (Facebook) META Stock Holding History

Evelyn V. Moreno’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$735K Hold
2,076
– – 0.35% 61
2023
Q3 		$623K Sell
2,076
-1,397
-40% -$421K 0.14% 75
2023
Q2 		$997K Sell
3,473
-50
-1% -$12.3K 0.21% 62
2023
Q1 		$747K Sell
3,523
-4,417
-56% -$752K 0.17% 62
2022
Q4 		$956K Sell
7,940
-8,316
-51% -$977K 0.22% 66
2022
Q3 		$2.21M Sell
16,256
-13,651
-46% -$2.21M 1% 41
2022
Q2 		$4.82M Sell
29,907
-925
-3% -$178K 1.13% 38
2022
Q1 		$6.86M Buy
30,832
+864
+3% +$216K 1.39% 33
2021
Q4 		$10.1M Buy
29,968
+2,680
+10% +$890K 2.02% 18
2021
Q3 		$9.26M Sell
27,288
-56
-0.2% -$20.2K 2.18% 14
2021
Q2 		$9.51M Sell
27,344
-633
-2% -$203K 2.23% 13
2021
Q1 		$8.24M Sell
27,977
-1
-0% -$269 1.96% 20
2020
Q4 		$7.64M Sell
27,978
-237
-0.8% -$65K 1.9% 21
2020
Q3 		$7.39M Sell
28,215
-355
-1% -$91.5K 2% 19
2020
Q2 		$6.49M Buy
28,570
+21
+0.1% +$4.38K 1.89% 24
2020
Q1 		$4.76M Buy
28,549
+943
+3% +$185K 1.62% 31
2019
Q4 		$5.67M Buy
27,606
+558
+2% +$108K 1.53% 33
2019
Q3 		$4.82M Buy
+27,048
New +$5.14M 1.32% 39

Other funds holding META

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Evelyn V. Moreno's META Position: Q4 2023 in Review

Evelyn V. Moreno held its Meta Platforms (Facebook) (META) position steady in Q4 2023 at 2,076 shares worth $735K. The position accounts for 0.35% of the portfolio, ranked #61.

Evelyn V. Moreno first reported a position in META in Q3 2019 and has held it in 18 quarters since. The position peaked at $10.1M in Q4 2021. 3,757 funds tracked by Wall St. Rank hold META as of Q4 2023.

  • Evelyn V. Moreno held 2,076 shares of Meta Platforms (Facebook) worth $735K as of Q4 2023.
  • Evelyn V. Moreno left its Meta Platforms (Facebook) share count unchanged in Q4 2023.
  • Meta Platforms (Facebook) made up 0.35% of Evelyn V. Moreno's portfolio in Q4 2023, its #61 holding.
  • Evelyn V. Moreno first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 18 quarters since.
  • Evelyn V. Moreno's Meta Platforms (Facebook) position peaked at $10.1M in Q4 2021.
  • 3,757 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.