LSAG
TAK icon

Lake Street Advisors Group’s Takeda Pharmaceutical TAK Stock Holding History

Lake Street Advisors Group’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
Q4 		$139K Buy
+10,480
New +$144K 0.01% 579
2023
Q4 		– Sell
-10,958
Closed -$170K – 656
2023
Q3 		$170K Buy
+10,958
New +$170K 0.01% 246
2020
Q4 		– Sell
-10,394
Closed -$185K – 318
2020
Q3 		$185K Buy
+10,394
New +$189K 0.02% 272

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lake Street Advisors Group's TAK Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in Takeda Pharmaceutical (TAK) in Q4 2024: 10,480 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Lake Street Advisors Group previously reported a position in TAK as recently as Q3 2023.

Lake Street Advisors Group first reported a position in TAK in Q3 2020 and has held it in 3 quarters since. The position peaked at $185K in Q3 2020. 299 funds tracked by Wall St. Rank hold TAK as of Q4 2024.

  • Lake Street Advisors Group held 10,480 shares of Takeda Pharmaceutical worth $139K as of Q4 2024.
  • Takeda Pharmaceutical was a new Lake Street Advisors Group position in Q4 2024.
  • Takeda Pharmaceutical made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #579 holding.
  • Lake Street Advisors Group first reported a position in Takeda Pharmaceutical in Q3 2020 and has held it in 3 quarters since.
  • Lake Street Advisors Group's Takeda Pharmaceutical position peaked at $185K in Q3 2020.
  • 299 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.