Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GI
Gradient Investments’s
Takeda Pharmaceutical
TAK
Stock Holding History
Gradient Investments’s Portfolio
TAK Stock Details
TAK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-478
Closed
-$6.82K
–
1775
2023
Q4
$6.82K
Sell
478
-500
-51%
-$7.09K
﹤0.01%
913
2023
Q3
$15.1K
Buy
978
+500
+105%
+$7.74K
﹤0.01%
729
2023
Q2
$7.51K
Hold
478
–
–
﹤0.01%
866
2023
Q1
$7.88K
Hold
478
–
–
﹤0.01%
860
2022
Q4
$7.46K
Hold
478
–
–
﹤0.01%
863
2022
Q3
$6K
Hold
478
–
–
﹤0.01%
929
2022
Q2
$7K
Hold
478
–
–
﹤0.01%
846
2022
Q1
$7K
Hold
478
–
–
﹤0.01%
846
2021
Q4
$7K
Hold
478
–
–
﹤0.01%
884
2021
Q3
$8K
Hold
478
–
–
﹤0.01%
816
2021
Q2
$8K
Hold
478
–
–
﹤0.01%
806
2021
Q1
$9K
Hold
478
–
–
﹤0.01%
792
2020
Q4
$9K
Hold
478
–
–
﹤0.01%
729
2020
Q3
$9K
Sell
478
-228
-32%
-$4.15K
﹤0.01%
733
2020
Q2
$13K
Buy
706
+228
+48%
+$4.09K
﹤0.01%
606
2020
Q1
$7K
Hold
478
–
–
﹤0.01%
722
2019
Q4
$9K
Hold
478
–
–
﹤0.01%
733
2019
Q3
$8K
Hold
478
–
–
﹤0.01%
717
2019
Q2
$8K
Hold
478
–
–
﹤0.01%
709
2019
Q1
$10K
Buy
478
+192
+67%
+$3.86K
﹤0.01%
557
2018
Q4
$5K
Buy
+286
New
+$4.83K
﹤0.01%
714
Other funds holding TAK
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
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
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close