Newfound Research’s Regeneron Pharmaceuticals REGN Stock Holding History

Newfound Research’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
2022 Q3	$81K	Buy	117 +3	+3%	+$1.89K	0.2%	44
2022 Q2	$67K	Sell	114 -82	-42%	-$53.3K	0.14%	102
2022 Q1	$137K	Buy	196 +36	+23%	+$22.8K	0.18%	58
2021 Q4	$101K	Sell	160 -10	-6%	-$6.15K	0.12%	93
2021 Q3	$103K	Buy	170 +2	+1%	+$1.24K	0.17%	67
2021 Q2	$94K	Buy	168 +16	+11%	+$8.11K	0.19%	26
2021 Q1	$72K	Buy	+152	New	+$74K	0.17%	72
2020 Q4	–	Sell	-50	Closed	-$28K	–	152
2020 Q3	$28K	Buy	+50	New	+$30.3K	0.08%	98

Other funds holding REGN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

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

Newfound Research's REGN Position: Q3 2022 in Review

Newfound Research increased its Regeneron Pharmaceuticals (REGN) stake by 2.6% in Q3 2022, buying an estimated $1.89K and bringing the position to 117 shares worth $81K. The position accounts for 0.2% of the portfolio, ranked #44.

Newfound Research first reported a position in REGN in Q3 2020 and has held it in 8 quarters since. The position peaked at $137K in Q1 2022. 1,080 funds tracked by Wall St. Rank hold REGN as of Q3 2022.

Newfound Research held 117 shares of Regeneron Pharmaceuticals worth $81K as of Q3 2022.
Newfound Research bought 3 Regeneron Pharmaceuticals shares in Q3 2022, an estimated $1.89K.
Regeneron Pharmaceuticals made up 0.2% of Newfound Research's portfolio in Q3 2022, its #44 holding.
Newfound Research first reported a position in Regeneron Pharmaceuticals in Q3 2020 and has held it in 8 quarters since.
Newfound Research's Regeneron Pharmaceuticals position peaked at $137K in Q1 2022.
1,080 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.