Berman Capital Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Berman Capital 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
2021 Q3	$312K	Buy	517 +113	+28%	+$70.2K	0.05%	195
2021 Q2	$225K	Sell	404 -449	-53%	-$227K	0.04%	215
2021 Q1	$403K	Buy	853 +732	+605%	+$356K	0.08%	113
2020 Q4	$58K	Sell	121 -3	-2%	-$1.62K	0.01%	368
2020 Q3	$68K	Buy	124 +1	+0.8%	+$606	0.02%	279
2020 Q2	$76K	Buy	123 +24	+24%	+$13.6K	0.02%	263
2020 Q1	$47K	Buy	99 +46	+87%	+$19K	0.02%	303
2019 Q4	$19K	Hold	53	–	–	0.01%	553
2019 Q3	$14K	Buy	53 +12	+29%	+$3.55K	﹤0.01%	624
2019 Q2	$12K	Sell	41 -83	-67%	-$27.6K	﹤0.01%	672
2019 Q1	$50K	Buy	124 +22	+22%	+$9.06K	0.02%	269
2018 Q4	$37K	Buy	+102	New	+$37.3K	0.01%	286

Other funds holding REGN

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Berman Capital Advisors's REGN Position: Q3 2021 in Review

Berman Capital Advisors increased its Regeneron Pharmaceuticals (REGN) stake by 28% in Q3 2021, buying an estimated $70.2K and bringing the position to 517 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #195.

Berman Capital Advisors first reported a position in REGN in Q4 2018 and has held it in 12 quarters since. The position peaked at $403K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold REGN as of Q3 2021.

Berman Capital Advisors held 517 shares of Regeneron Pharmaceuticals worth $312K as of Q3 2021.
Berman Capital Advisors bought 113 Regeneron Pharmaceuticals shares in Q3 2021, an estimated $70.2K.
Regeneron Pharmaceuticals made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #195 holding.
Berman Capital Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Regeneron Pharmaceuticals position peaked at $403K in Q1 2021.
1,018 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.