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Surevest’s Regeneron Pharmaceuticals REGN Stock Holding History

Surevest’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 		$50K Hold
73
– – 0.01% 187
2022
Q2 		$43K Sell
73
-12
-14% -$7.8K 0.01% 212
2022
Q1 		$59K Buy
85
+12
+16% +$7.59K 0.01% 181
2021
Q4 		$46K Buy
+73
New +$44.9K 0.01% 194

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Surevest's REGN Position: Q3 2022 in Review

Surevest held its Regeneron Pharmaceuticals (REGN) position steady in Q3 2022 at 73 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #187.

Surevest first reported a position in REGN in Q4 2021 and has held it in 4 quarters since. The position peaked at $59K in Q1 2022. 1,080 funds tracked by Wall St. Rank hold REGN as of Q3 2022.

  • Surevest held 73 shares of Regeneron Pharmaceuticals worth $50K as of Q3 2022.
  • Surevest left its Regeneron Pharmaceuticals share count unchanged in Q3 2022.
  • Regeneron Pharmaceuticals made up 0.01% of Surevest's portfolio in Q3 2022, its #187 holding.
  • Surevest first reported a position in Regeneron Pharmaceuticals in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Regeneron Pharmaceuticals position peaked at $59K in Q1 2022.
  • 1,080 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.