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Rockbridge Investment Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Rockbridge Investment 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
Q3 		– Sell
-16
Closed -$10K – 672
2020
Q2 		$10K Buy
+16
New +$9.08K ﹤0.01% 430

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockbridge Investment Management's REGN Position: Q3 2020 in Review

Rockbridge Investment Management sold out of Regeneron Pharmaceuticals (REGN) in Q3 2020, closing a stake of 16 shares — an estimated $10K sold.

Rockbridge Investment Management first reported a position in REGN in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 907 funds tracked by Wall St. Rank hold REGN as of Q3 2020.

  • Rockbridge Investment Management reported no remaining Regeneron Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 16 Regeneron Pharmaceuticals shares in Q3 2020, an estimated $10K.
  • Rockbridge Investment Management first reported a position in Regeneron Pharmaceuticals in Q2 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's Regeneron Pharmaceuticals position peaked at $10K in Q2 2020.
  • 907 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2020.

Based on Rockbridge Investment Management's 13F filing for Q3 2020, filed 3 Nov 2020.