EWM
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Elmwood Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Elmwood Wealth Management’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
2020
Q2 		– Sell
-33
Closed -$11.4K – 319
2020
Q1 		$11.4K Buy
+33
New +$13.6K 0.01% 185
2019
Q4 		– Sell
-33
Closed -$9K – 208
2019
Q3 		$9K Hold
33
– – 0.01% 186
2019
Q2 		$10K Hold
33
– – 0.01% 198
2019
Q1 		$14K Hold
33
– – 0.01% 170
2018
Q4 		$12K Hold
33
– – 0.01% 180
2018
Q3 		$13.3K Hold
33
– – 0.01% 190
2018
Q2 		$11.4K Hold
33
– – 0.01% 192
2018
Q1 		$11.4K Buy
+33
New +$11.5K 0.01% 185

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Elmwood Wealth Management's REGN Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q2 2020, closing a stake of 33 shares — an estimated $11.4K sold.

Elmwood Wealth Management first reported a position in REGN in Q1 2018 and held it in 8 quarters. The position peaked at $14K in Q1 2019. 932 funds tracked by Wall St. Rank hold REGN as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 33 Regeneron Pharmaceuticals shares in Q2 2020, an estimated $11.4K.
  • Elmwood Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2018 and held it in 8 quarters.
  • Elmwood Wealth Management's Regeneron Pharmaceuticals position peaked at $14K in Q1 2019.
  • 932 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.