Tucker Asset Management’s Takeda Pharmaceutical TAK Stock Holding History

Tucker Asset 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
2023 Q4	–	Sell	-5	Closed	-$77	–	1546
2023 Q3	$77	Hold	5	–	–	﹤0.01%	1336
2023 Q2	$79	Hold	5	–	–	﹤0.01%	1118
2023 Q1	$82	Hold	5	–	–	﹤0.01%	1135
2022 Q4	$78	Hold	5	–	–	﹤0.01%	791
2022 Q3	$66	Buy	+5	New	+$70	﹤0.01%	838

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Tucker Asset Management's TAK Position: Q4 2023 in Review

Tucker Asset Management sold out of Takeda Pharmaceutical (TAK) in Q4 2023, closing a stake of 5 shares — an estimated $77 sold.

Tucker Asset Management first reported a position in TAK in Q3 2022 and held it in 5 quarters. The position peaked at $82 in Q1 2023. 306 funds tracked by Wall St. Rank hold TAK as of Q4 2023.

Tucker Asset Management reported no remaining Takeda Pharmaceutical position as of Q4 2023 after selling out during the quarter.
Tucker Asset Management sold 5 Takeda Pharmaceutical shares in Q4 2023, an estimated $77.
Tucker Asset Management first reported a position in Takeda Pharmaceutical in Q3 2022 and held it in 5 quarters.
Tucker Asset Management's Takeda Pharmaceutical position peaked at $82 in Q1 2023.
306 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.