Sugarloaf Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Sugarloaf Wealth 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 Q2	–	Sell	-15	Closed	-$208	–	683
2024 Q1	$208	Hold	15	–	–	﹤0.01%	653
2023 Q4	$214	Hold	15	–	–	﹤0.01%	661
2023 Q3	$232	Hold	15	–	–	﹤0.01%	661
2023 Q2	$236	Hold	15	–	–	﹤0.01%	669
2023 Q1	$247	Hold	15	–	–	﹤0.01%	673
2022 Q4	$234	Hold	15	–	–	﹤0.01%	755
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	801
2022 Q2	$0	Hold	15	–	–	﹤0.01%	828
2022 Q1	$0	Hold	15	–	–	﹤0.01%	757
2021 Q4	$0	Hold	15	–	–	﹤0.01%	776
2021 Q3	$0	Hold	15	–	–	﹤0.01%	802
2021 Q2	$0	Hold	15	–	–	﹤0.01%	784
2021 Q1	$0	Hold	15	–	–	﹤0.01%	784
2020 Q4	$0	Hold	15	–	–	﹤0.01%	754
2020 Q3	$0	Hold	15	–	–	﹤0.01%	719
2020 Q2	$0	Hold	15	–	–	﹤0.01%	726
2020 Q1	$0	Hold	15	–	–	﹤0.01%	736
2019 Q4	$0	Buy	+15	New	+$287	﹤0.01%	708

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

Sugarloaf Wealth Management's TAK Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q2 2024, closing a stake of 15 shares — an estimated $208 sold.

Sugarloaf Wealth Management first reported a position in TAK in Q4 2019 and held it in 18 quarters. The position peaked at $1K in Q3 2022. 283 funds tracked by Wall St. Rank hold TAK as of Q2 2024.

Sugarloaf Wealth Management reported no remaining Takeda Pharmaceutical position as of Q2 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 15 Takeda Pharmaceutical shares in Q2 2024, an estimated $208.
Sugarloaf Wealth Management first reported a position in Takeda Pharmaceutical in Q4 2019 and held it in 18 quarters.
Sugarloaf Wealth Management's Takeda Pharmaceutical position peaked at $1K in Q3 2022.
283 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.