NIM
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Needham Investment Management’s Moderna MRNA Stock Holding History

Needham Investment 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
2020
Q2 		– Sell
-30,000
Closed -$899K – 110
2020
Q1 		$899K Sell
30,000
-12,500
-29% -$288K 0.25% 74
2019
Q4 		$831K Hold
42,500
– – 0.23% 67
2019
Q3 		$677K Buy
42,500
+22,500
+113% +$332K 0.22% 62
2019
Q2 		$293K Buy
+20,000
New +$430K 0.1% 76

Other funds holding MRNA

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Needham Investment Management's MRNA Position: Q2 2020 in Review

Needham Investment Management sold out of Moderna (MRNA) in Q2 2020, closing a stake of 30,000 shares — an estimated $899K sold.

Needham Investment Management first reported a position in MRNA in Q2 2019 and held it in 4 quarters. The position peaked at $899K in Q1 2020. 489 funds tracked by Wall St. Rank hold MRNA as of Q2 2020.

  • Needham Investment Management reported no remaining Moderna position as of Q2 2020 after selling out during the quarter.
  • Needham Investment Management sold 30,000 Moderna shares in Q2 2020, an estimated $899K.
  • Needham Investment Management first reported a position in Moderna in Q2 2019 and held it in 4 quarters.
  • Needham Investment Management's Moderna position peaked at $899K in Q1 2020.
  • 489 funds tracked by Wall St. Rank held Moderna as of Q2 2020.

Based on Needham Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.