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Lehman & Derafelo Financial Resources’s Moderna MRNA Stock Holding History

Lehman & Derafelo Financial Resources’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
2020
Q4 		– Sell
-10,000
Closed -$708K – 251
2020
Q3 		$708K Buy
+10,000
New +$697K 0.23% 66

Other funds holding MRNA

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
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
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
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lehman & Derafelo Financial Resources's MRNA Position: Q4 2020 in Review

Lehman & Derafelo Financial Resources sold out of Moderna (MRNA) in Q4 2020, closing a stake of 304 shares — an estimated $22K sold.

Lehman & Derafelo Financial Resources first reported a position in MRNA in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 717 funds tracked by Wall St. Rank hold MRNA as of Q4 2020.

  • Lehman & Derafelo Financial Resources reported no remaining Moderna position as of Q4 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 304 Moderna shares in Q4 2020, an estimated $22K.
  • Lehman & Derafelo Financial Resources first reported a position in Moderna in Q3 2020 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's Moderna position peaked at $22K in Q3 2020.
  • 717 funds tracked by Wall St. Rank held Moderna as of Q4 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2020, filed 20 Jan 2021.