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Stone House Investment Management’s Moderna MRNA Stock Holding History

Stone House 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
2024
Q4 		– Sell
-100
Closed -$6.68K – 237
2024
Q3 		$6.68K Sell
100
-24
-19% -$2.2K ﹤0.01% 248
2024
Q2 		$14.7K Sell
124
-76
-38% -$9.62K ﹤0.01% 197
2024
Q1 		$21.3K Sell
200
-95
-32% -$9.58K 0.01% 185
2023
Q4 		$29.3K Hold
295
– – 0.01% 106
2023
Q3 		$30.5K Buy
295
+61
+26% +$6.8K 0.01% 100
2023
Q2 		$28.4K Hold
234
– – 0.01% 102
2023
Q1 		$35.9K Buy
+234
New +$38.6K 0.01% 101

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

Stone House Investment Management's MRNA Position: Q4 2024 in Review

Stone House Investment Management sold out of Moderna (MRNA) in Q4 2024, closing a stake of 100 shares — an estimated $6.68K sold.

Stone House Investment Management first reported a position in MRNA in Q1 2023 and held it in 7 quarters. The position peaked at $35.9K in Q1 2023. 746 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Stone House Investment Management reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Stone House Investment Management sold 100 Moderna shares in Q4 2024, an estimated $6.68K.
  • Stone House Investment Management first reported a position in Moderna in Q1 2023 and held it in 7 quarters.
  • Stone House Investment Management's Moderna position peaked at $35.9K in Q1 2023.
  • 746 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Stone House Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.