EWM
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Evercore Wealth Management’s Moderna MRNA Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-1,287
Closed -$231K – 415
2022
Q4 		$231K Buy
+1,287
New +$210K ﹤0.01% 363
2022
Q2 		– Sell
-1,235
Closed -$213K – 419
2022
Q1 		$213K Sell
1,235
-4
-0.3% -$673 ﹤0.01% 410
2021
Q4 		$315K Hold
1,239
– – 0.01% 348
2021
Q3 		$477K Buy
1,239
+4
+0.3% +$1.48K 0.01% 293
2021
Q2 		$290K Buy
+1,235
New +$221K 0.01% 367

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evercore Wealth Management's MRNA Position: Q1 2023 in Review

Evercore Wealth Management sold out of Moderna (MRNA) in Q1 2023, closing a stake of 1,287 shares — an estimated $231K sold.

Evercore Wealth Management first reported a position in MRNA in Q2 2021 and held it in 5 quarters. The position peaked at $477K in Q3 2021. 1,015 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

  • Evercore Wealth Management reported no remaining Moderna position as of Q1 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 1,287 Moderna shares in Q1 2023, an estimated $231K.
  • Evercore Wealth Management first reported a position in Moderna in Q2 2021 and held it in 5 quarters.
  • Evercore Wealth Management's Moderna position peaked at $477K in Q3 2021.
  • 1,015 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on Evercore Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.