SVB Wealth’s Takeda Pharmaceutical TAK Stock Holding History

SVB Wealth’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	-11,438	Closed	-$159K	–	814
2024 Q1	$159K	Sell	11,438 -797	-7%	-$11.6K	﹤0.01%	789
2023 Q4	$175K	Sell	12,235 -1,326	-10%	-$18.8K	﹤0.01%	792
2023 Q3	$210K	Sell	13,561 -793	-6%	-$12.3K	﹤0.01%	726
2023 Q2	$226K	Sell	14,354 -1,303	-8%	-$21.3K	﹤0.01%	789
2023 Q1	$258K	Buy	15,657 +1,717	+12%	+$27.4K	﹤0.01%	788
2022 Q4	$217K	Buy	13,940 +2,335	+20%	+$32.6K	﹤0.01%	884
2022 Q3	$151K	Buy	+11,605	New	+$161K	﹤0.01%	887
2021 Q4	–	Sell	-54,985	Closed	-$900K	–	941
2021 Q3	$900K	Buy	54,985 +14,139	+35%	+$237K	0.01%	418
2021 Q2	$688K	Buy	40,846 +24,523	+150%	+$417K	0.01%	488
2021 Q1	$299K	Buy	16,323 +2,985	+22%	+$53.7K	﹤0.01%	691
2020 Q4	$243K	Buy	+13,338	New	+$234K	﹤0.01%	690

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

SVB Wealth's TAK Position: Q2 2024 in Review

SVB Wealth sold out of Takeda Pharmaceutical (TAK) in Q2 2024, closing a stake of 11,438 shares — an estimated $159K sold.

SVB Wealth first reported a position in TAK in Q4 2020 and held it in 11 quarters. The position peaked at $900K in Q3 2021. 283 funds tracked by Wall St. Rank hold TAK as of Q2 2024.

SVB Wealth reported no remaining Takeda Pharmaceutical position as of Q2 2024 after selling out during the quarter.
SVB Wealth sold 11,438 Takeda Pharmaceutical shares in Q2 2024, an estimated $159K.
SVB Wealth first reported a position in Takeda Pharmaceutical in Q4 2020 and held it in 11 quarters.
SVB Wealth's Takeda Pharmaceutical position peaked at $900K in Q3 2021.
283 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.