Psagot Value Holdings’s Takeda Pharmaceutical TAK Stock Holding History

Psagot Value Holdings’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 Q2	–	Sell	-11,996	Closed	-$167K	–	109
2024 Q1	$167K	Sell	11,996 -32,430	-73%	-$472K	1.52%	24
2023 Q4	$632K	Sell	44,426 -1,567	-3%	-$22.2K	0.28%	77
2023 Q3	$715K	Sell	45,993 -15,400	-25%	-$238K	0.36%	55
2023 Q2	$964K	Sell	61,393 -112,907	-65%	-$1.85M	0.49%	43
2023 Q1	$2.83M	Buy	+174,300	New	+$2.78M	1.18%	17

Other funds holding TAK

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Psagot Value Holdings's TAK Position: Q2 2024 in Review

Psagot Value Holdings sold out of Takeda Pharmaceutical (TAK) in Q2 2024, closing a stake of 11,996 shares — an estimated $167K sold.

Psagot Value Holdings first reported a position in TAK in Q1 2023 and held it in 5 quarters. The position peaked at $2.83M in Q1 2023. 283 funds tracked by Wall St. Rank hold TAK as of Q2 2024.

Psagot Value Holdings reported no remaining Takeda Pharmaceutical position as of Q2 2024 after selling out during the quarter.
Psagot Value Holdings sold 11,996 Takeda Pharmaceutical shares in Q2 2024, an estimated $167K.
Psagot Value Holdings first reported a position in Takeda Pharmaceutical in Q1 2023 and held it in 5 quarters.
Psagot Value Holdings's Takeda Pharmaceutical position peaked at $2.83M in Q1 2023.
283 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.