Advisory Research’s Regeneron Pharmaceuticals REGN Stock Holding History

Advisory Research’s Portfolio REGN Stock Details REGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-362	Closed	-$298K	–	455
2023 Q3	$298K	Sell	362 -10	-3%	-$7.86K	0.04%	376
2023 Q2	$267K	Buy	+372	New	+$287K	0.03%	394
2014 Q2	–	Sell	-211	Closed	-$63K	–	606
2014 Q1	$63K	Buy	+211	New	+$65K	﹤0.01%	746

Other funds holding REGN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Research's REGN Position: Q4 2023 in Review

Advisory Research sold out of Regeneron Pharmaceuticals (REGN) in Q4 2023, closing a stake of 362 shares — an estimated $298K sold.

Advisory Research first reported a position in REGN in Q1 2014 and held it in 3 quarters. The position peaked at $298K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold REGN as of Q4 2023.

Advisory Research reported no remaining Regeneron Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 362 Regeneron Pharmaceuticals shares in Q4 2023, an estimated $298K.
Advisory Research first reported a position in Regeneron Pharmaceuticals in Q1 2014 and held it in 3 quarters.
Advisory Research's Regeneron Pharmaceuticals position peaked at $298K in Q3 2023.
1,272 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.