Newbridge Financial Services Group’s Takeda Pharmaceutical TAK Stock Holding History

Newbridge Financial Services Group’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	-193	Closed	-$2.75K	–	1296
2023 Q4	$2.75K	Sell	193 -141	-42%	-$2K	﹤0.01%	940
2023 Q3	$5.17K	Buy	334 +2	+0.6%	+$31	﹤0.01%	943
2023 Q2	$5.21K	Hold	332	–	–	﹤0.01%	1001
2023 Q1	$5.47K	Hold	332	–	–	﹤0.01%	1045
2022 Q4	$5.17K	Buy	332 +3	+0.9%	+$42	﹤0.01%	1059
2022 Q3	$4K	Buy	329 +2	+0.6%	+$28	﹤0.01%	1102
2022 Q2	$5K	Hold	327	–	–	﹤0.01%	1027
2022 Q1	$5K	Hold	327	–	–	﹤0.01%	1115
2021 Q4	$4K	Buy	327 +196	+150%	+$2.75K	﹤0.01%	1130
2021 Q3	$2K	Buy	131 +3	+2%	+$50	﹤0.01%	1202
2021 Q2	$2K	Hold	128	–	–	﹤0.01%	1305
2021 Q1	$2K	Buy	+128	New	+$2.3K	﹤0.01%	1202

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

Newbridge Financial Services Group's TAK Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Takeda Pharmaceutical (TAK) in Q1 2024, closing a stake of 193 shares — an estimated $2.75K sold.

Newbridge Financial Services Group first reported a position in TAK in Q1 2021 and held it in 12 quarters. The position peaked at $5.47K in Q1 2023. 313 funds tracked by Wall St. Rank hold TAK as of Q1 2024.

Newbridge Financial Services Group reported no remaining Takeda Pharmaceutical position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 193 Takeda Pharmaceutical shares in Q1 2024, an estimated $2.75K.
Newbridge Financial Services Group first reported a position in Takeda Pharmaceutical in Q1 2021 and held it in 12 quarters.
Newbridge Financial Services Group's Takeda Pharmaceutical position peaked at $5.47K in Q1 2023.
313 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.