M&R Capital Management’s Takeda Pharmaceutical TAK Stock Holding History

M&R Capital Management’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	$498	Buy	+35	New	+$496	﹤0.01%	560
2021 Q3	–	Sell	-1,509	Closed	-$25K	–	435
2021 Q2	$25K	Hold	1,509	–	–	0.01%	289
2021 Q1	$27K	Hold	1,509	–	–	0.01%	271
2020 Q4	$27K	Sell	1,509 -503	-25%	-$8.82K	0.01%	278
2020 Q3	$35K	Hold	2,012	–	–	0.01%	267
2020 Q2	$36K	Hold	2,012	–	–	0.01%	267
2020 Q1	$30K	Sell	2,012 -291	-13%	-$5.27K	0.01%	275
2019 Q4	$45K	Hold	2,303	–	–	0.01%	273
2019 Q3	$39K	Sell	2,303 -171	-7%	-$2.96K	0.01%	295
2019 Q2	$43K	Buy	2,474 +297	+14%	+$5.4K	0.01%	291
2019 Q1	$40K	Buy	+2,177	New	+$43.8K	0.01%	300

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

M&R Capital Management's TAK Position: Q3 2024 in Review

M&R Capital Management opened a new position in Takeda Pharmaceutical (TAK) in Q3 2024: 35 shares worth $498. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: M&R Capital Management previously reported a position in TAK as recently as Q2 2021.

M&R Capital Management first reported a position in TAK in Q1 2019 and has held it in 11 quarters since. The position peaked at $45K in Q4 2019. 298 funds tracked by Wall St. Rank hold TAK as of Q3 2024.

M&R Capital Management held 35 shares of Takeda Pharmaceutical worth $498 as of Q3 2024.
Takeda Pharmaceutical was a new M&R Capital Management position in Q3 2024.
Takeda Pharmaceutical made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #560 holding.
M&R Capital Management first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 11 quarters since.
M&R Capital Management's Takeda Pharmaceutical position peaked at $45K in Q4 2019.
298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.