Wintrust Investments’s Regeneron Pharmaceuticals REGN Stock Holding History

Wintrust Investments’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
2024 Q4	$143K	Buy	201 +131	+187%	+$110K	0.13%	126
2024 Q3	$74K	Sell	70 -446	-86%	-$496K	0.05%	257
2024 Q2	$542K	Buy	516 +213	+70%	+$206K	0.04%	277
2024 Q1	$292K	Hold	303	–	–	0.03%	382
2023 Q4	$266K	Sell	303 -48	-14%	-$39.5K	0.03%	370
2023 Q3	$289K	Buy	351 +10	+3%	+$7.86K	0.03%	332
2023 Q2	$245K	Buy	+341	New	+$263K	0.02%	371
2021 Q4	–	Sell	-430	Closed	-$260K	–	431
2021 Q3	$260K	Sell	430 -45	-9%	-$27.9K	0.04%	236
2021 Q2	$265K	Hold	475	–	–	0.03%	361
2021 Q1	$225K	Buy	+475	New	+$231K	0.02%	374
2019 Q4	–	Sell	-1,100	Closed	-$338K	–	374
2019 Q3	$338K	Buy	+1,100	New	+$326K	0.05%	269

Other funds holding REGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wintrust Investments's REGN Position: Q4 2024 in Review

Wintrust Investments increased its Regeneron Pharmaceuticals (REGN) stake by 187% in Q4 2024, buying an estimated $110K and bringing the position to 201 shares worth $143K. The position accounts for 0.13% of the portfolio, ranked #126.

Wintrust Investments first reported a position in REGN in Q3 2019 and has held it in 11 quarters since. The position peaked at $542K in Q2 2024. 1,320 funds tracked by Wall St. Rank hold REGN as of Q4 2024.

Wintrust Investments held 201 shares of Regeneron Pharmaceuticals worth $143K as of Q4 2024.
Wintrust Investments bought 131 Regeneron Pharmaceuticals shares in Q4 2024, an estimated $110K.
Regeneron Pharmaceuticals made up 0.13% of Wintrust Investments's portfolio in Q4 2024, its #126 holding.
Wintrust Investments first reported a position in Regeneron Pharmaceuticals in Q3 2019 and has held it in 11 quarters since.
Wintrust Investments's Regeneron Pharmaceuticals position peaked at $542K in Q2 2024.
1,320 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.