SW
REGN icon

SkyOak Wealth’s Regeneron Pharmaceuticals REGN Stock Holding History

SkyOak Wealth’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
Q1 		– Sell
-965
Closed -$362K – 276
2019
Q4 		$362K Buy
+965
New +$325K 0.11% 211

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

SkyOak Wealth's REGN Position: Q1 2020 in Review

SkyOak Wealth sold out of Regeneron Pharmaceuticals (REGN) in Q1 2020, closing a stake of 965 shares — an estimated $362K sold.

SkyOak Wealth first reported a position in REGN in Q4 2019 and held it in 1 quarter. The position peaked at $362K in Q4 2019. 816 funds tracked by Wall St. Rank hold REGN as of Q1 2020.

  • SkyOak Wealth reported no remaining Regeneron Pharmaceuticals position as of Q1 2020 after selling out during the quarter.
  • SkyOak Wealth sold 965 Regeneron Pharmaceuticals shares in Q1 2020, an estimated $362K.
  • SkyOak Wealth first reported a position in Regeneron Pharmaceuticals in Q4 2019 and held it in 1 quarter.
  • SkyOak Wealth's Regeneron Pharmaceuticals position peaked at $362K in Q4 2019.
  • 816 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.