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

Evermay 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
2024
Q4 		– Sell
-133
Closed -$140K – 606
2024
Q3 		$140K Hold
133
– – 0.02% 233
2024
Q2 		$140K Hold
133
– – 0.02% 230
2024
Q1 		$128K Sell
133
-1
-0.7% -$951 0.02% 248
2023
Q4 		$118K Buy
+134
New +$110K 0.02% 231
2021
Q3 		– Sell
-70
Closed -$39K – 513
2021
Q2 		$39K Buy
+70
New +$35.5K 0.01% 311

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evermay Wealth Management's REGN Position: Q4 2024 in Review

Evermay Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 133 shares — an estimated $140K sold.

Evermay Wealth Management first reported a position in REGN in Q2 2021 and held it in 5 quarters. The position peaked at $140K in Q3 2024. 1,320 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

  • Evermay Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 133 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $140K.
  • Evermay Wealth Management first reported a position in Regeneron Pharmaceuticals in Q2 2021 and held it in 5 quarters.
  • Evermay Wealth Management's Regeneron Pharmaceuticals position peaked at $140K in Q3 2024.
  • 1,320 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.