Coastal Bridge Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Coastal Bridge Advisors’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 Q4	–	Sell	-34,817	Closed	-$495K	–	175
2024 Q3	$495K	Sell	34,817 -35	-0.1%	-$496	0.12%	95
2024 Q2	$451K	Buy	34,852 +35	+0.1%	+$463	0.11%	98
2024 Q1	$484K	Hold	34,817	–	–	0.11%	99
2023 Q4	$497K	Hold	34,817	–	–	0.13%	101
2023 Q3	$539K	Hold	34,817	–	–	0.14%	87
2023 Q2	$547K	Hold	34,817	–	–	0.13%	89
2023 Q1	$574K	Hold	34,817	–	–	0.15%	85
2022 Q4	$543K	Buy	34,817 +23,225	+200%	+$324K	0.15%	84
2022 Q3	$150K	Hold	11,592	–	–	0.04%	155
2022 Q2	$163K	Buy	+11,592	New	+$165K	0.05%	141

Other funds holding TAK

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coastal Bridge Advisors's TAK Position: Q4 2024 in Review

Coastal Bridge Advisors sold out of Takeda Pharmaceutical (TAK) in Q4 2024, closing a stake of 34,817 shares — an estimated $495K sold.

Coastal Bridge Advisors first reported a position in TAK in Q2 2022 and held it in 10 quarters. The position peaked at $574K in Q1 2023. 299 funds tracked by Wall St. Rank hold TAK as of Q4 2024.

Coastal Bridge Advisors reported no remaining Takeda Pharmaceutical position as of Q4 2024 after selling out during the quarter.
Coastal Bridge Advisors sold 34,817 Takeda Pharmaceutical shares in Q4 2024, an estimated $495K.
Coastal Bridge Advisors first reported a position in Takeda Pharmaceutical in Q2 2022 and held it in 10 quarters.
Coastal Bridge Advisors's Takeda Pharmaceutical position peaked at $574K in Q1 2023.
299 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2024.

Based on Coastal Bridge Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.