Lake Street Advisors Group’s Regeneron Pharmaceuticals REGN Stock Holding History

Lake Street Advisors Group’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	$555K	Buy	779 +66	+9%	+$55.4K	0.03%	313
2024 Q3	$750K	Buy	713 +1	+0.1%	+$1.11K	0.03%	258
2024 Q2	$748K	Sell	712 -34	-5%	-$33K	0.04%	258
2024 Q1	$718K	Buy	746 +30	+4%	+$28.5K	0.03%	278
2023 Q4	$629K	Buy	+716	New	+$590K	0.03%	292
2021 Q3	–	Sell	-333	Closed	-$202K	–	381
2021 Q2	$202K	Buy	+333	New	+$169K	0.01%	313
2020 Q4	–	Sell	-389	Closed	-$218K	–	317
2020 Q3	$218K	Buy	389 +62	+19%	+$37.6K	0.02%	250
2020 Q2	$204K	Buy	+327	New	+$186K	0.02%	253

Other funds holding REGN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lake Street Advisors Group's REGN Position: Q4 2024 in Review

Lake Street Advisors Group increased its Regeneron Pharmaceuticals (REGN) stake by 9.3% in Q4 2024, buying an estimated $55.4K and bringing the position to 779 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #313.

Lake Street Advisors Group first reported a position in REGN in Q2 2020 and has held it in 8 quarters since. The position peaked at $750K in Q3 2024. 1,318 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

Lake Street Advisors Group held 779 shares of Regeneron Pharmaceuticals worth $555K as of Q4 2024.
Lake Street Advisors Group bought 66 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $55.4K.
Regeneron Pharmaceuticals made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #313 holding.
Lake Street Advisors Group first reported a position in Regeneron Pharmaceuticals in Q2 2020 and has held it in 8 quarters since.
Lake Street Advisors Group's Regeneron Pharmaceuticals position peaked at $750K in Q3 2024.
1,318 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.