Institutional & Family Asset Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Institutional & Family Asset 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 Q2	–	Sell	-1	Closed	-$962	–	775
2024 Q1	$962	Hold	1	–	–	﹤0.01%	643
2023 Q4	$878	Hold	1	–	–	﹤0.01%	624
2023 Q3	$823	Hold	1	–	–	﹤0.01%	627
2023 Q2	$719	Hold	1	–	–	﹤0.01%	651
2023 Q1	$822	Hold	1	–	–	﹤0.01%	647
2022 Q4	$721	Hold	1	–	–	﹤0.01%	631
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	670
2022 Q2	$1K	Hold	1	–	–	﹤0.01%	688
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	724
2021 Q4	$1K	Hold	1	–	–	﹤0.01%	753
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	868
2021 Q2	$1K	Hold	1	–	–	﹤0.01%	912
2021 Q1	$0	Hold	1	–	–	﹤0.01%	985
2020 Q4	$0	Hold	1	–	–	﹤0.01%	916
2020 Q3	$1K	Hold	1	–	–	﹤0.01%	808
2020 Q2	$1K	Hold	1	–	–	﹤0.01%	798
2020 Q1	$0	Hold	1	–	–	﹤0.01%	890
2019 Q4	$0	Hold	1	–	–	﹤0.01%	884
2019 Q3	$0	Hold	1	–	–	﹤0.01%	874
2019 Q2	$0	Hold	1	–	–	﹤0.01%	870
2019 Q1	$0	Sell	1 -48	-98%	-$19.8K	﹤0.01%	871
2018 Q4	$18K	Sell	49 -4	-8%	-$1.46K	﹤0.01%	419
2018 Q3	$21K	Hold	53	–	–	﹤0.01%	434
2018 Q2	$18K	Hold	53	–	–	﹤0.01%	451
2018 Q1	$18K	Buy	+53	New	+$18.4K	﹤0.01%	429

Other funds holding REGN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Institutional & Family Asset Management's REGN Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Regeneron Pharmaceuticals (REGN) in Q2 2024, closing a stake of 1 share — an estimated $962 sold.

Institutional & Family Asset Management first reported a position in REGN in Q1 2018 and held it in 25 quarters. The position peaked at $21K in Q3 2018. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2024.

Institutional & Family Asset Management reported no remaining Regeneron Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 1 Regeneron Pharmaceuticals share in Q2 2024, an estimated $962.
Institutional & Family Asset Management first reported a position in Regeneron Pharmaceuticals in Q1 2018 and held it in 25 quarters.
Institutional & Family Asset Management's Regeneron Pharmaceuticals position peaked at $21K in Q3 2018.
1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.