Creative Planning
TARO

Creative Planning’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

Creative Planning’s Portfolio TARO Stock Details TARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,365
Closed -$320K – 2753
2020
Q4 		$320K Hold
4,365
– – ﹤0.01% 1582
2020
Q3 		$239K Hold
4,365
– – ﹤0.01% 1577
2020
Q2 		$290K Hold
4,365
– – ﹤0.01% 1325
2020
Q1 		$267K Hold
4,365
– – ﹤0.01% 1228
2019
Q4 		$384K Hold
4,365
– – ﹤0.01% 1256
2019
Q3 		$329K Hold
4,365
– – ﹤0.01% 1306
2019
Q2 		$373K Hold
4,365
– – ﹤0.01% 1232
2019
Q1 		$472K Hold
4,365
– – ﹤0.01% 1060
2018
Q4 		$369K Sell
4,365
-2,770
-39% -$267K ﹤0.01% 1112
2018
Q3 		$701K Hold
7,135
– – ﹤0.01% 912
2018
Q2 		$825K Hold
7,135
– – ﹤0.01% 847
2018
Q1 		$705K Hold
7,135
– – ﹤0.01% 911
2017
Q4 		$747K Hold
7,135
– – ﹤0.01% 860
2017
Q3 		$804K Sell
7,135
-51
-0.7% -$5.55K ﹤0.01% 816
2017
Q2 		$805K Buy
7,186
+265
+4% +$29.9K ﹤0.01% 792
2017
Q1 		$807K Hold
6,921
– – ﹤0.01% 755
2016
Q4 		$729K Buy
6,921
+51
+0.7% +$5.34K ﹤0.01% 752
2016
Q3 		$759K Sell
6,870
-130
-2% -$17.2K ﹤0.01% 706
2016
Q2 		$1.02M Buy
7,000
+3,000
+75% +$425K 0.01% 518
2016
Q1 		$573K Sell
4,000
-22
-0.5% -$3.13K ﹤0.01% 701
2015
Q4 		$622K Buy
4,022
+4,000
+18,182% +$584K 0.01% 667
2015
Q3 		$3K Buy
+22
New +$3.08K ﹤0.01% 3855
2014
Q3 		– Sell
-311
Closed -$44K – 4189
2014
Q2 		$44K Buy
+311
New +$34.5K ﹤0.01% 1952

Other funds holding TARO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Creative Planning's TARO Position: Q1 2021 in Review

Creative Planning sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q1 2021, closing a stake of 4,365 shares — an estimated $320K sold.

Creative Planning first reported a position in TARO in Q2 2014 and held it in 23 quarters. The position peaked at $1.02M in Q2 2016. 80 funds tracked by Wall St. Rank hold TARO as of Q1 2021.

  • Creative Planning reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 4,365 Taro Pharmaceutical Industries Ltd. shares in Q1 2021, an estimated $320K.
  • Creative Planning first reported a position in Taro Pharmaceutical Industries Ltd. in Q2 2014 and held it in 23 quarters.
  • Creative Planning's Taro Pharmaceutical Industries Ltd. position peaked at $1.02M in Q2 2016.
  • 80 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.