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Willingdon Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-18
Closed -$5K – 503
2019
Q3 		$5K Buy
+18
New +$5.33K ﹤0.01% 279

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Harris Associates
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Willingdon Wealth Management's REGN Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q4 2019, closing a stake of 18 shares — an estimated $5K sold.

Willingdon Wealth Management first reported a position in REGN in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 702 funds tracked by Wall St. Rank hold REGN as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 18 Regeneron Pharmaceuticals shares in Q4 2019, an estimated $5K.
  • Willingdon Wealth Management first reported a position in Regeneron Pharmaceuticals in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Regeneron Pharmaceuticals position peaked at $5K in Q3 2019.
  • 702 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.