JF
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Joule Financial’s Regeneron Pharmaceuticals REGN Stock Holding History

Joule Financial’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
2023
Q4 		– Sell
-386
Closed -$318K – 120
2023
Q3 		$318K Buy
386
+53
+16% +$41.7K 0.16% 78
2023
Q2 		$239K Buy
333
+19
+6% +$14.6K 0.12% 89
2023
Q1 		$258K Buy
+314
New +$237K 0.14% 82

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joule Financial's REGN Position: Q4 2023 in Review

Joule Financial sold out of Regeneron Pharmaceuticals (REGN) in Q4 2023, closing a stake of 386 shares — an estimated $318K sold.

Joule Financial first reported a position in REGN in Q1 2023 and held it in 3 quarters. The position peaked at $318K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold REGN as of Q4 2023.

  • Joule Financial reported no remaining Regeneron Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Joule Financial sold 386 Regeneron Pharmaceuticals shares in Q4 2023, an estimated $318K.
  • Joule Financial first reported a position in Regeneron Pharmaceuticals in Q1 2023 and held it in 3 quarters.
  • Joule Financial's Regeneron Pharmaceuticals position peaked at $318K in Q3 2023.
  • 1,272 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2023.

Based on Joule Financial's 13F filing for Q4 2023, filed 11 Jan 2024.