Cavalier Investments’s Regeneron Pharmaceuticals REGN Stock Holding History

Cavalier Investments’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	-2,519	Closed	-$2.65M	–	82
2024 Q3	$2.65M	Buy	2,519 +138	+6%	+$154K	0.81%	36
2024 Q2	$2.5M	Sell	2,381 -2,376	-50%	-$2.3M	0.77%	35
2024 Q1	$4.58M	Buy	4,757 +225	+5%	+$214K	1.67%	15
2023 Q4	$3.98M	Buy	4,532 +96	+2%	+$79.1K	1.47%	18
2023 Q3	$3.65M	Buy	4,436 +2,084	+89%	+$1.64M	1.43%	18
2023 Q2	$1.69M	Buy	+2,352	New	+$1.81M	0.62%	45
2020 Q4	–	Sell	-1,346	Closed	-$753K	–	102
2020 Q3	$753K	Sell	1,346 -773	-36%	-$469K	0.51%	59
2020 Q2	$1.32M	Buy	+2,119	New	+$1.2M	0.76%	26

Other funds holding REGN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cavalier Investments's REGN Position: Q4 2024 in Review

Cavalier Investments sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 2,519 shares — an estimated $2.65M sold.

Cavalier Investments first reported a position in REGN in Q2 2020 and held it in 8 quarters. The position peaked at $4.58M in Q1 2024. 1,317 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

Cavalier Investments reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
Cavalier Investments sold 2,519 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $2.65M.
Cavalier Investments first reported a position in Regeneron Pharmaceuticals in Q2 2020 and held it in 8 quarters.
Cavalier Investments's Regeneron Pharmaceuticals position peaked at $4.58M in Q1 2024.
1,317 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.