Kaizen Advisory’s Regeneron Pharmaceuticals REGN Stock Holding History

Kaizen Advisory’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
2018 Q4	$75K	Buy	200 +35	+21%	+$12.8K	0.05%	263
2018 Q3	$67K	Hold	165	–	–	0.04%	288
2018 Q2	$57K	Buy	165 +91	+123%	+$28.5K	0.03%	305
2018 Q1	$25K	Hold	74	–	–	0.02%	293
2017 Q4	$28K	Buy	+74	New	+$30K	0.02%	267

Other funds holding REGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Kaizen Advisory's REGN Position: Q4 2018 in Review

Kaizen Advisory increased its Regeneron Pharmaceuticals (REGN) stake by 21% in Q4 2018, buying an estimated $12.8K and bringing the position to 200 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #263.

Kaizen Advisory first reported a position in REGN in Q4 2017 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold REGN as of Q4 2018.

Kaizen Advisory held 200 shares of Regeneron Pharmaceuticals worth $75K as of Q4 2018.
Kaizen Advisory bought 35 Regeneron Pharmaceuticals shares in Q4 2018, an estimated $12.8K.
Regeneron Pharmaceuticals made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #263 holding.
Kaizen Advisory first reported a position in Regeneron Pharmaceuticals in Q4 2017 and has held it in 5 quarters since.
670 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.