Evergreen Wealth Solutions’s Regeneron Pharmaceuticals REGN Stock Holding History

Evergreen Wealth Solutions’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	-430	Closed	-$452K	–	114
2024 Q3	$452K	Sell	430 -146	-25%	-$162K	0.31%	66
2024 Q2	$605K	Sell	576 -37	-6%	-$35.9K	0.43%	49
2024 Q1	$590K	Sell	613 -50	-8%	-$47.5K	0.44%	50
2023 Q4	$582K	Sell	663 -2	-0.3%	-$1.65K	0.5%	48
2023 Q3	$547K	Sell	665 -15	-2%	-$11.8K	0.55%	49
2023 Q2	$489K	Buy	680 +70	+11%	+$54K	0.49%	66
2023 Q1	$501K	Sell	610 -32	-5%	-$24.1K	0.58%	58
2022 Q4	$463K	Buy	642 +62	+11%	+$45.7K	0.61%	55
2022 Q3	$400K	Buy	+580	New	+$365K	0.57%	59

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

Evergreen Wealth Solutions's REGN Position: Q4 2024 in Review

Evergreen Wealth Solutions sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 430 shares — an estimated $452K sold.

Evergreen Wealth Solutions first reported a position in REGN in Q3 2022 and held it in 9 quarters. The position peaked at $605K in Q2 2024. 1,321 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

Evergreen Wealth Solutions reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
Evergreen Wealth Solutions sold 430 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $452K.
Evergreen Wealth Solutions first reported a position in Regeneron Pharmaceuticals in Q3 2022 and held it in 9 quarters.
Evergreen Wealth Solutions's Regeneron Pharmaceuticals position peaked at $605K in Q2 2024.
1,321 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.