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Legacy Capital Group California’s Takeda Pharmaceutical TAK Stock Holding History

Legacy Capital Group California’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
2023
Q4 		– Sell
-10,888
Closed -$168K – 308
2023
Q3 		$168K Buy
10,888
+587
+6% +$9.09K 0.07% 265
2023
Q2 		$162K Buy
+10,301
New +$169K 0.07% 260

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legacy Capital Group California's TAK Position: Q4 2023 in Review

Legacy Capital Group California sold out of Takeda Pharmaceutical (TAK) in Q4 2023, closing a stake of 10,888 shares — an estimated $168K sold.

Legacy Capital Group California first reported a position in TAK in Q2 2023 and held it in 2 quarters. The position peaked at $168K in Q3 2023. 306 funds tracked by Wall St. Rank hold TAK as of Q4 2023.

  • Legacy Capital Group California reported no remaining Takeda Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 10,888 Takeda Pharmaceutical shares in Q4 2023, an estimated $168K.
  • Legacy Capital Group California first reported a position in Takeda Pharmaceutical in Q2 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Takeda Pharmaceutical position peaked at $168K in Q3 2023.
  • 306 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.