Buckingham Strategic Wealth’s Takeda Pharmaceutical TAK Stock Holding History

Buckingham Strategic Wealth’s Portfolio TAK Stock Details TAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$150K	Buy	+11,613	New	+$154K	﹤0.01%	725
2023 Q3	–	Sell	-10,232	Closed	-$161K	–	711
2023 Q2	$161K	Buy	+10,232	New	+$168K	﹤0.01%	649
2022 Q3	–	Sell	-10,138	Closed	-$142K	–	643
2022 Q2	$142K	Buy	+10,138	New	+$145K	﹤0.01%	568

Other funds holding TAK

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Buckingham Strategic Wealth's TAK Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Takeda Pharmaceutical (TAK) in Q2 2024: 11,613 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Buckingham Strategic Wealth previously reported a position in TAK as recently as Q2 2023.

Buckingham Strategic Wealth first reported a position in TAK in Q2 2022 and has held it in 3 quarters since. The position peaked at $161K in Q2 2023. 283 funds tracked by Wall St. Rank hold TAK as of Q2 2024.

Buckingham Strategic Wealth held 11,613 shares of Takeda Pharmaceutical worth $150K as of Q2 2024.
Takeda Pharmaceutical was a new Buckingham Strategic Wealth position in Q2 2024.
Takeda Pharmaceutical made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #725 holding.
Buckingham Strategic Wealth first reported a position in Takeda Pharmaceutical in Q2 2022 and has held it in 3 quarters since.
Buckingham Strategic Wealth's Takeda Pharmaceutical position peaked at $161K in Q2 2023.
283 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.