Hoey Investments’s Moderna MRNA Stock Holding History

Hoey 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
2022 Q4	–	Hold	0	–	-$95K	–	326
2022 Q3	–	Hold	0	–	–	–	112
2021 Q4	–	Sell	-900	Closed	-$346K	–	257
2021 Q3	$346K	Buy	+900	New	+$332K	0.1%	54

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hoey Investments's MRNA Position: Q4 2023 in Review

Hoey Investments sold out of Moderna (MRNA) in Q4 2023, closing a stake of 1,363 shares — an estimated $141K sold.

Hoey Investments first reported a position in MRNA in Q2 2020 and held it in 14 quarters. The position peaked at $6.85M in Q3 2021. 885 funds tracked by Wall St. Rank hold MRNA as of Q4 2023.

Hoey Investments reported no remaining Moderna position as of Q4 2023 after selling out during the quarter.
Hoey Investments sold 1,363 Moderna shares in Q4 2023, an estimated $141K.
Hoey Investments first reported a position in Moderna in Q2 2020 and held it in 14 quarters.
Hoey Investments's Moderna position peaked at $6.85M in Q3 2021.
885 funds tracked by Wall St. Rank held Moderna as of Q4 2023.

Based on Hoey Investments's 13F filing for Q4 2023, filed 13 Feb 2024.