UBS AM
TARO

UBS AM’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

UBS AM’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
2024
Q2 		– Sell
-11,620
Closed -$492K – 2896
2024
Q1 		$492K Buy
11,620
+5,130
+79% +$216K ﹤0.01% 2291
2023
Q4 		$271K Buy
6,490
+996
+18% +$36.7K ﹤0.01% 2441
2023
Q3 		$207K Buy
+5,494
New +$206K ﹤0.01% 2514
2022
Q1 		– Sell
-8,483
Closed -$425K – 2833
2021
Q4 		$425K Sell
8,483
-549
-6% -$30.8K ﹤0.01% 2611
2021
Q3 		$575K Buy
9,032
+6,241
+224% +$432K ﹤0.01% 2443
2021
Q2 		$201K Sell
2,791
-2,159
-44% -$159K ﹤0.01% 2710
2021
Q1 		$365K Buy
4,950
+953
+24% +$72.4K ﹤0.01% 2462
2020
Q4 		$293K Buy
+3,997
New +$257K ﹤0.01% 2417
2017
Q4 		– Sell
-19,330
Closed -$2.18M – 2610
2017
Q3 		$2.18M Buy
19,330
+34
+0.2% +$3.7K ﹤0.01% 1369
2017
Q2 		$2.16M Buy
19,296
+39
+0.2% +$4.41K ﹤0.01% 1335
2017
Q1 		$2.25M Buy
19,257
+4,922
+34% +$545K ﹤0.01% 1303
2016
Q4 		$1.51M Sell
14,335
-5,384
-27% -$564K ﹤0.01% 1405
2016
Q3 		$2.18M Buy
19,719
+5,445
+38% +$721K ﹤0.01% 1344
2016
Q2 		$2.08M Buy
14,274
+11,053
+343% +$1.57M ﹤0.01% 1348
2016
Q1 		$461K Buy
3,221
+100
+3% +$14.2K ﹤0.01% 1972
2015
Q4 		$482K Buy
+3,121
New +$456K ﹤0.01% 2077

Other funds holding TARO

KAM
Krensavage Asset Management New York $263M AUM 66.99% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GCM
Gladius Capital Management Chicago, Illinois $1.65B AUM 25.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS AM's TARO Position: Q2 2024 in Review

UBS AM sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q2 2024, closing a stake of 11,620 shares — an estimated $492K sold.

UBS AM first reported a position in TARO in Q4 2015 and held it in 16 quarters. The position peaked at $2.25M in Q1 2017. 16 funds tracked by Wall St. Rank hold TARO as of Q2 2024.

  • UBS AM reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q2 2024 after selling out during the quarter.
  • UBS AM sold 11,620 Taro Pharmaceutical Industries Ltd. shares in Q2 2024, an estimated $492K.
  • UBS AM first reported a position in Taro Pharmaceutical Industries Ltd. in Q4 2015 and held it in 16 quarters.
  • UBS AM's Taro Pharmaceutical Industries Ltd. position peaked at $2.25M in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q2 2024.

Based on UBS AM's 13F filing for Q2 2024, filed 14 Aug 2024.