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First United Bank & Trust’s Takeda Pharmaceutical TAK Stock Holding History

First United Bank & Trust’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
Q3 		– Sell
-1,750
Closed -$22.6K – 404
2024
Q2 		$22.6K Hold
1,750
– – 0.01% 283
2024
Q1 		$24.3K Sell
1,750
-250
-13% -$3.64K 0.01% 291
2023
Q4 		$28.5K Buy
+2,000
New +$28.4K 0.01% 280

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First United Bank & Trust's TAK Position: Q3 2024 in Review

First United Bank & Trust sold out of Takeda Pharmaceutical (TAK) in Q3 2024, closing a stake of 1,750 shares — an estimated $22.6K sold.

First United Bank & Trust first reported a position in TAK in Q4 2023 and held it in 3 quarters. The position peaked at $28.5K in Q4 2023. 298 funds tracked by Wall St. Rank hold TAK as of Q3 2024.

  • First United Bank & Trust reported no remaining Takeda Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • First United Bank & Trust sold 1,750 Takeda Pharmaceutical shares in Q3 2024, an estimated $22.6K.
  • First United Bank & Trust first reported a position in Takeda Pharmaceutical in Q4 2023 and held it in 3 quarters.
  • First United Bank & Trust's Takeda Pharmaceutical position peaked at $28.5K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2024.

Based on First United Bank & Trust's 13F filing for Q3 2024, filed 15 Oct 2024.