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Alera Investment Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$445K Buy
423
+25
+6% +$27.8K 0.05% 150
2024
Q2 		$418K Buy
+398
New +$386K 0.05% 153
2019
Q2 		– Sell
-34
Closed -$14K – 793
2019
Q1 		$14K Buy
34
+3
+10% +$1.24K 0.01% 390
2018
Q4 		$12K Buy
+31
New +$11.3K 0.01% 390

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's REGN Position: Q3 2024 in Review

Alera Investment Advisors increased its Regeneron Pharmaceuticals (REGN) stake by 6.3% in Q3 2024, buying an estimated $27.8K and bringing the position to 423 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #150.

Alera Investment Advisors first reported a position in REGN in Q4 2018 and has held it in 4 quarters since. 1,389 funds tracked by Wall St. Rank hold REGN as of Q3 2024.

  • Alera Investment Advisors held 423 shares of Regeneron Pharmaceuticals worth $445K as of Q3 2024.
  • Alera Investment Advisors bought 25 Regeneron Pharmaceuticals shares in Q3 2024, an estimated $27.8K.
  • Regeneron Pharmaceuticals made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #150 holding.
  • Alera Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2018 and has held it in 4 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.