LWM
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Lenox Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Lenox 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
2020
Q2 		$3K Hold
6
– – ﹤0.01% 597
2020
Q1 		$2K Buy
+6
New +$2.48K ﹤0.01% 617

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Management's REGN Position: Q2 2020 in Review

Lenox Wealth Management held its Regeneron Pharmaceuticals (REGN) position steady in Q2 2020 at 6 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Lenox Wealth Management first reported a position in REGN in Q1 2020 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold REGN as of Q2 2020.

  • Lenox Wealth Management held 6 shares of Regeneron Pharmaceuticals worth $3K as of Q2 2020.
  • Lenox Wealth Management left its Regeneron Pharmaceuticals share count unchanged in Q2 2020.
  • Regeneron Pharmaceuticals made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #597 holding.
  • Lenox Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2020 and has held it in 2 quarters since.
  • 932 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.