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Ethos Financial Group’s Regeneron Pharmaceuticals REGN Stock Holding History

Ethos Financial Group’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
-252
Closed -$265K – 418
2024
Q3 		$265K Buy
252
+11
+5% +$12.2K 0.04% 225
2024
Q2 		$267K Buy
+241
New +$234K 0.05% 219

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ethos Financial Group's REGN Position: Q4 2024 in Review

Ethos Financial Group sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 252 shares — an estimated $265K sold.

Ethos Financial Group first reported a position in REGN in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q2 2024. 1,317 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

  • Ethos Financial Group reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Ethos Financial Group sold 252 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $265K.
  • Ethos Financial Group first reported a position in Regeneron Pharmaceuticals in Q2 2024 and held it in 2 quarters.
  • Ethos Financial Group's Regeneron Pharmaceuticals position peaked at $267K in Q2 2024.
  • 1,317 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.