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Zullo Investment Group’s Moderna MRNA Stock Holding History

Zullo 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
2023
Q2 		– Sell
-1,359
Closed -$209K – 141
2023
Q1 		$209K Buy
1,359
+40
+3% +$6.6K 0.13% 131
2022
Q4 		$237K Buy
1,319
+30
+2% +$4.91K 0.15% 116
2022
Q3 		$152K Sell
1,289
-130
-9% -$19.7K 0.1% 152
2022
Q2 		$203K Hold
1,419
– – 0.13% 135
2022
Q1 		$244K Buy
1,419
+25
+2% +$4.21K 0.13% 134
2021
Q4 		$354K Buy
+1,394
New +$408K 0.18% 110

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

Zullo Investment Group's MRNA Position: Q2 2023 in Review

Zullo Investment Group sold out of Moderna (MRNA) in Q2 2023, closing a stake of 1,359 shares — an estimated $209K sold.

Zullo Investment Group first reported a position in MRNA in Q4 2021 and held it in 6 quarters. The position peaked at $354K in Q4 2021. 965 funds tracked by Wall St. Rank hold MRNA as of Q2 2023.

  • Zullo Investment Group reported no remaining Moderna position as of Q2 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,359 Moderna shares in Q2 2023, an estimated $209K.
  • Zullo Investment Group first reported a position in Moderna in Q4 2021 and held it in 6 quarters.
  • Zullo Investment Group's Moderna position peaked at $354K in Q4 2021.
  • 965 funds tracked by Wall St. Rank held Moderna as of Q2 2023.

Based on Zullo Investment Group's 13F filing for Q2 2023, filed 19 Jul 2023.