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Rockbridge Investment Management’s Takeda Pharmaceutical TAK Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-342
Closed -$4.88K – 564
2023
Q4 		$4.88K Buy
+342
New +$4.85K ﹤0.01% 471

Other funds holding TAK

Capital Research Global Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rockbridge Investment Management's TAK Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Takeda Pharmaceutical (TAK) in Q1 2024, closing a stake of 342 shares — an estimated $4.88K sold.

Rockbridge Investment Management first reported a position in TAK in Q4 2023 and held it in 1 quarter. The position peaked at $4.88K in Q4 2023. 313 funds tracked by Wall St. Rank hold TAK as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Takeda Pharmaceutical position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 342 Takeda Pharmaceutical shares in Q1 2024, an estimated $4.88K.
  • Rockbridge Investment Management first reported a position in Takeda Pharmaceutical in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Takeda Pharmaceutical position peaked at $4.88K in Q4 2023.
  • 313 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.