ZIM
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Zacks Investment Management’s Moderna MRNA Stock Holding History

Zacks 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
2023
Q1 		– Sell
-1,316
Closed -$236K – 674
2022
Q4 		$236K Buy
+1,316
New +$215K ﹤0.01% 533
2022
Q3 		– Sell
-16,854
Closed -$2.41M – 624
2022
Q2 		$2.41M Sell
16,854
-1,107
-6% -$158K 0.04% 242
2022
Q1 		$3.09M Buy
17,961
+1,321
+8% +$222K 0.04% 234
2021
Q4 		$4.23M Buy
16,640
+1,485
+10% +$434K 0.06% 205
2021
Q3 		$5.83M Sell
15,155
-6,605
-30% -$2.44M 0.09% 170
2021
Q2 		$5.11M Buy
21,760
+1,442
+7% +$258K 0.08% 182
2021
Q1 		$2.66M Buy
+20,318
New +$2.94M 0.05% 240

Other funds holding MRNA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zacks Investment Management's MRNA Position: Q1 2023 in Review

Zacks Investment Management sold out of Moderna (MRNA) in Q1 2023, closing a stake of 1,316 shares — an estimated $236K sold.

Zacks Investment Management first reported a position in MRNA in Q1 2021 and held it in 7 quarters. The position peaked at $5.83M in Q3 2021. 1,015 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

  • Zacks Investment Management reported no remaining Moderna position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 1,316 Moderna shares in Q1 2023, an estimated $236K.
  • Zacks Investment Management first reported a position in Moderna in Q1 2021 and held it in 7 quarters.
  • Zacks Investment Management's Moderna position peaked at $5.83M in Q3 2021.
  • 1,015 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.