Gitterman Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Gitterman 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 Q3	–	Sell	-366	Closed	-$385K	–	144
2024 Q2	$385K	Buy	366 +22	+6%	+$21.3K	0.15%	40
2024 Q1	$331K	Buy	344 +41	+14%	+$39K	0.13%	53
2023 Q4	$266K	Sell	303 -94	-24%	-$77.4K	0.12%	59
2023 Q3	$327K	Buy	+397	New	+$312K	0.16%	33
2023 Q2	–	Sell	-355	Closed	-$291K	–	103
2023 Q1	$291K	Buy	355 +42	+13%	+$31.7K	0.14%	35
2022 Q4	$225K	Sell	313 -76	-20%	-$56.1K	0.11%	60
2022 Q3	$265K	Buy	+389	New	+$245K	0.27%	40
2021 Q4	–	Sell	-401	Closed	-$243K	–	101
2021 Q3	$243K	Buy	+401	New	+$249K	0.2%	57

Other funds holding REGN

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's REGN Position: Q3 2024 in Review

Gitterman Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q3 2024, closing a stake of 366 shares — an estimated $385K sold.

Gitterman Wealth Management first reported a position in REGN in Q3 2021 and held it in 8 quarters. The position peaked at $385K in Q2 2024. 1,388 funds tracked by Wall St. Rank hold REGN as of Q3 2024.

Gitterman Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
Gitterman Wealth Management sold 366 Regeneron Pharmaceuticals shares in Q3 2024, an estimated $385K.
Gitterman Wealth Management first reported a position in Regeneron Pharmaceuticals in Q3 2021 and held it in 8 quarters.
Gitterman Wealth Management's Regeneron Pharmaceuticals position peaked at $385K in Q2 2024.
1,388 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2024.

Based on Gitterman Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.