TIM
TAK icon

Tortoise Investment Management’s Takeda Pharmaceutical TAK Stock Holding History

Tortoise 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
Q3 		– Sell
-654
Closed -$8.46K – 921
2024
Q2 		$8.46K Buy
+654
New +$8.66K ﹤0.01% 650
2023
Q4 		– Sell
-300
Closed -$4.64K – 819
2023
Q3 		$4.64K Hold
300
– – ﹤0.01% 626
2023
Q2 		$4.71K Buy
+300
New +$4.92K ﹤0.01% 624

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tortoise Investment Management's TAK Position: Q3 2024 in Review

Tortoise Investment Management sold out of Takeda Pharmaceutical (TAK) in Q3 2024, closing a stake of 654 shares — an estimated $8.46K sold.

Tortoise Investment Management first reported a position in TAK in Q2 2023 and held it in 3 quarters. The position peaked at $8.46K in Q2 2024. 298 funds tracked by Wall St. Rank hold TAK as of Q3 2024.

  • Tortoise Investment Management reported no remaining Takeda Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 654 Takeda Pharmaceutical shares in Q3 2024, an estimated $8.46K.
  • Tortoise Investment Management first reported a position in Takeda Pharmaceutical in Q2 2023 and held it in 3 quarters.
  • Tortoise Investment Management's Takeda Pharmaceutical position peaked at $8.46K in Q2 2024.
  • 298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2024.

Based on Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.