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Oliver Lagore Vanvalin Investment Group’s Moderna MRNA Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$10.8K Sell
260
-504
-66% -$24.1K ﹤0.01% 434
2024
Q3 		$51.1K Sell
764
-350
-31% -$32.1K 0.01% 246
2024
Q2 		$132K Sell
1,114
-476
-30% -$60.2K 0.04% 145
2024
Q1 		$169K Buy
1,590
+1,477
+1,307% +$149K 0.05% 138
2023
Q4 		$11.2K Hold
113
– – ﹤0.01% 396
2023
Q3 		$11.7K Hold
113
– – ﹤0.01% 416
2023
Q2 		$13.7K Hold
113
– – 0.01% 415
2023
Q1 		$17.4K Hold
113
– – 0.01% 304
2022
Q4 		$20.3K Sell
113
-10
-8% -$1.64K 0.01% 272
2022
Q3 		$15K Hold
123
– – 0.01% 279
2022
Q2 		$18K Sell
123
-50
-29% -$7.15K 0.01% 268
2022
Q1 		$30K Buy
+173
New +$29.1K 0.02% 215

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MRNA Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group reduced its Moderna (MRNA) stake by 66% in Q4 2024, selling an estimated $24.1K and leaving 260 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Oliver Lagore Vanvalin Investment Group first reported a position in MRNA in Q1 2022 and has held it in 12 quarters since. The position peaked at $169K in Q1 2024. 746 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 260 shares of Moderna worth $10.8K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group sold 504 Moderna shares in Q4 2024, an estimated $24.1K.
  • Moderna made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #434 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Moderna in Q1 2022 and has held it in 12 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Moderna position peaked at $169K in Q1 2024.
  • 746 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.