Bard Financial Services’s Regeneron Pharmaceuticals REGN Stock Holding History

Bard Financial Services’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 Q4	–	Sell	-230	Closed	-$242K	–	211
2024 Q3	$242K	Sell	230 -25	-10%	-$27.8K	0.03%	184
2024 Q2	$268K	Sell	255 -25	-9%	-$24.2K	0.03%	189
2024 Q1	$269K	Hold	280	–	–	0.03%	195
2023 Q4	$246K	Hold	280	–	–	0.03%	203
2023 Q3	$230K	Sell	280 -45	-14%	-$35.4K	0.03%	201
2023 Q2	$234K	Hold	325	–	–	0.02%	277
2023 Q1	$267K	Sell	325 -25	-7%	-$18.9K	0.02%	272
2022 Q4	$253K	Sell	350 -50	-13%	-$36.9K	0.02%	261
2022 Q3	$276K	Hold	400	–	–	0.03%	243
2022 Q2	$236K	Hold	400	–	–	0.02%	255
2022 Q1	$279K	Hold	400	–	–	0.02%	248
2021 Q4	$253K	Hold	400	–	–	0.02%	251
2021 Q3	$242K	Hold	400	–	–	0.02%	244
2021 Q2	$223K	Buy	+400	New	+$203K	0.02%	249

Other funds holding REGN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bard Financial Services's REGN Position: Q4 2024 in Review

Bard Financial Services sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 230 shares — an estimated $242K sold.

Bard Financial Services first reported a position in REGN in Q2 2021 and held it in 14 quarters. The position peaked at $279K in Q1 2022. 1,320 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

Bard Financial Services reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
Bard Financial Services sold 230 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $242K.
Bard Financial Services first reported a position in Regeneron Pharmaceuticals in Q2 2021 and held it in 14 quarters.
Bard Financial Services's Regeneron Pharmaceuticals position peaked at $279K in Q1 2022.
1,320 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Bard Financial Services's 13F filing for Q4 2024, filed 6 Jan 2025.