Lee, Danner & Bass’s Moderna MRNA Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-370	Closed	-$15.4K	–	535
2024 Q4	$15.4K	Buy	+370	New	+$17.7K	﹤0.01%	493

Other funds holding MRNA

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee, Danner & Bass's MRNA Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Moderna (MRNA) in Q1 2025, closing a stake of 370 shares — an estimated $15.4K sold.

Lee, Danner & Bass first reported a position in MRNA in Q4 2024 and held it in 1 quarter. The position peaked at $15.4K in Q4 2024. 693 funds tracked by Wall St. Rank hold MRNA as of Q1 2025.

Lee, Danner & Bass reported no remaining Moderna position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 370 Moderna shares in Q1 2025, an estimated $15.4K.
Lee, Danner & Bass first reported a position in Moderna in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Moderna position peaked at $15.4K in Q4 2024.
693 funds tracked by Wall St. Rank held Moderna as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.