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Morningstar Investment Services’s Regeneron Pharmaceuticals REGN Stock Holding History

Morningstar Investment Services’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 		– Sell
-393
Closed -$410K – 341
2024
Q3 		$410K Buy
393
+49
+14% +$54.5K ﹤0.01% 296
2024
Q2 		$361K Buy
344
+75
+28% +$72.7K ﹤0.01% 288
2024
Q1 		$260K Sell
269
-81
-23% -$77K ﹤0.01% 308
2023
Q4 		$309K Buy
+350
New +$288K ﹤0.01% 348

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morningstar Investment Services's REGN Position: Q4 2024 in Review

Morningstar Investment Services sold out of Regeneron Pharmaceuticals (REGN) in Q4 2024, closing a stake of 393 shares — an estimated $410K sold.

Morningstar Investment Services first reported a position in REGN in Q4 2023 and held it in 4 quarters. The position peaked at $410K in Q3 2024. 1,318 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

  • Morningstar Investment Services reported no remaining Regeneron Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 393 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $410K.
  • Morningstar Investment Services first reported a position in Regeneron Pharmaceuticals in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Regeneron Pharmaceuticals position peaked at $410K in Q3 2024.
  • 1,318 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.