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Zimmermann Investment Management & Planning’s Moderna MRNA Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-3,049
Closed -$370K – 115
2023
Q2 		$370K Buy
3,049
+603
+25% +$80.4K 0.17% 79
2023
Q1 		$376K Buy
+2,446
New +$404K 0.2% 80

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Zimmermann Investment Management & Planning's MRNA Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of Moderna (MRNA) in Q3 2023, closing a stake of 3,049 shares — an estimated $370K sold.

Zimmermann Investment Management & Planning first reported a position in MRNA in Q1 2023 and held it in 2 quarters. The position peaked at $376K in Q1 2023. 889 funds tracked by Wall St. Rank hold MRNA as of Q3 2023.

  • Zimmermann Investment Management & Planning reported no remaining Moderna position as of Q3 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 3,049 Moderna shares in Q3 2023, an estimated $370K.
  • Zimmermann Investment Management & Planning first reported a position in Moderna in Q1 2023 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Moderna position peaked at $376K in Q1 2023.
  • 889 funds tracked by Wall St. Rank held Moderna as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.