STA
TARO

Summit Trail Advisors’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

Summit Trail Advisors’s Portfolio TARO Stock Details TARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-276
Closed -$29K – 1759
2017
Q4 		$29K Buy
+276
New +$30.3K ﹤0.01% 954

Other funds holding TARO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FL
Fort LP Chevy Chase, Maryland $39.6M AUM 37.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's TARO Position: Q1 2018 in Review

Summit Trail Advisors sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q1 2018, closing a stake of 276 shares — an estimated $29K sold.

Summit Trail Advisors first reported a position in TARO in Q4 2017 and held it in 1 quarter. The position peaked at $29K in Q4 2017. 109 funds tracked by Wall St. Rank hold TARO as of Q1 2018.

  • Summit Trail Advisors reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 276 Taro Pharmaceutical Industries Ltd. shares in Q1 2018, an estimated $29K.
  • Summit Trail Advisors first reported a position in Taro Pharmaceutical Industries Ltd. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Taro Pharmaceutical Industries Ltd. position peaked at $29K in Q4 2017.
  • 109 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.