Schechter Investment Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Schechter Investment 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
2025 Q1	$456K	Sell	719 -136	-16%	-$93.5K	0.04%	387
2024 Q4	$609K	Sell	855 -117	-12%	-$98.2K	0.05%	343
2024 Q3	$1.02M	Sell	972 -4	-0.4%	-$4.45K	0.08%	250
2024 Q2	$1.03M	Buy	976 +9	+0.9%	+$8.72K	0.08%	231
2024 Q1	$931K	Sell	967 -2	-0.2%	-$1.9K	0.07%	258
2023 Q4	$851K	Sell	969 -13	-1%	-$10.7K	0.07%	258
2023 Q3	$808K	Sell	982 -25	-2%	-$19.6K	0.08%	256
2023 Q2	$724K	Sell	1,007 -14	-1%	-$10.8K	0.07%	310
2023 Q1	$839K	Buy	1,021 +64	+7%	+$48.3K	0.08%	290
2022 Q4	$690K	Sell	957 -3	-0.3%	-$2.21K	0.06%	404
2022 Q3	$662K	Buy	960 +97	+11%	+$61.1K	0.07%	413
2022 Q2	$510K	Buy	863 +58	+7%	+$37.7K	0.05%	519
2022 Q1	$563K	Buy	805 +73	+10%	+$46.2K	0.05%	495
2021 Q4	$463K	Buy	+732	New	+$450K	0.04%	534

Other funds holding REGN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schechter Investment Advisors's REGN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 16% in Q1 2025, selling an estimated $93.5K and leaving 719 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #387.

Schechter Investment Advisors first reported a position in REGN in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold REGN as of Q1 2025.

Schechter Investment Advisors held 719 shares of Regeneron Pharmaceuticals worth $456K as of Q1 2025.
Schechter Investment Advisors sold 136 Regeneron Pharmaceuticals shares in Q1 2025, an estimated $93.5K.
Regeneron Pharmaceuticals made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #387 holding.
Schechter Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Regeneron Pharmaceuticals position peaked at $1.03M in Q2 2024.
1,290 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.