LM Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

LM Advisors’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 Q1	–	Sell	-125	Closed	-$110K	–	603
2023 Q4	$110K	Buy	+125	New	+$103K	0.02%	245

Other funds holding REGN

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LM Advisors's REGN Position: Q1 2024 in Review

LM Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2024, closing a stake of 125 shares — an estimated $110K sold.

LM Advisors first reported a position in REGN in Q4 2023 and held it in 1 quarter. The position peaked at $110K in Q4 2023. 1,309 funds tracked by Wall St. Rank hold REGN as of Q1 2024.

LM Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 125 Regeneron Pharmaceuticals shares in Q1 2024, an estimated $110K.
LM Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2023 and held it in 1 quarter.
LM Advisors's Regeneron Pharmaceuticals position peaked at $110K in Q4 2023.
1,309 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.