Gradient Investments’s Takeda Pharmaceutical TAK Stock Holding History

Gradient Investments’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 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 $717B AUM 35.42% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gradient Investments's TAK Position: Q1 2024 in Review

Gradient Investments sold out of Takeda Pharmaceutical (TAK) in Q1 2024, closing a stake of 478 shares — an estimated $6.82K sold.

Gradient Investments first reported a position in TAK in Q4 2018 and held it in 21 quarters. The position peaked at $15.1K in Q3 2023. 314 funds tracked by Wall St. Rank hold TAK as of Q1 2024.

Gradient Investments reported no remaining Takeda Pharmaceutical position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 478 Takeda Pharmaceutical shares in Q1 2024, an estimated $6.82K.
Gradient Investments first reported a position in Takeda Pharmaceutical in Q4 2018 and held it in 21 quarters.
Gradient Investments's Takeda Pharmaceutical position peaked at $15.1K in Q3 2023.
314 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.