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Moderna shares owned by Strategic Investment Advisors / MI

Quarter-by-quarter ownership of Moderna (MRNA) shares owned by Strategic Investment Advisors / MI from 13F filings

Historical chart of Strategic Investment Advisors / MI investment in Moderna

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All positions including Moderna held by Strategic Investment Advisors / MI consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moderna by Strategic Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 15k 99.45
2023-09-30 $659k 6.4k 103.29
2023-06-30 $517k 4.3k 121.50
2023-03-31 $1.6M 11k 153.58
2022-12-31 $797k 4.4k 179.62
2022-09-30 $527k 4.5k 118.37
2022-06-30 $641k 4.5k 142.86
2022-03-31 $740k 4.3k 172.29

More positions owned by Strategic Investment Advisors / MI

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)

View all positions for Strategic Investment Advisors / MI

Top funds holding Moderna

Baillie Gifford & Co
Vanguard Group
Flagship Ventures Management
Wellington Management Company
Goldman Sachs Group
Citadel Advisors
Norges Bank Investment Management
Banque Pictet & Cie Sa
Ubs Global Asset Management Americas
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
UBS Group
Bellevue Group
Charles Schwab Investment Management

View all funds holding Moderna