Kula Investments’s Moderna MRNA Stock Holding History

Kula 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 Q1	$1.31M	Buy	8,557 +3,684	+76%	+$608K	0.32%	60
2022 Q4	$875K	Buy	+4,873	New	+$797K	0.26%	73

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

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

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

Kula Investments's MRNA Position: Q1 2023 in Review

Kula Investments increased its Moderna (MRNA) stake by 76% in Q1 2023, buying an estimated $608K and bringing the position to 8,557 shares worth $1.31M. The position accounts for 0.32% of the portfolio, ranked #60.

Kula Investments first reported a position in MRNA in Q4 2022 and has held it in 2 quarters since. 1,015 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

Kula Investments held 8,557 shares of Moderna worth $1.31M as of Q1 2023.
Kula Investments bought 3,684 Moderna shares in Q1 2023, an estimated $608K.
Moderna made up 0.32% of Kula Investments's portfolio in Q1 2023, its #60 holding.
Kula Investments first reported a position in Moderna in Q4 2022 and has held it in 2 quarters since.
1,015 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.