Lee, Danner & Bass’s Takeda Pharmaceutical TAK Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-119	Closed	-$1.58K	–	652
2024 Q4	$1.58K	Buy	+119	New	+$1.64K	﹤0.01%	695

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lee, Danner & Bass's TAK Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Takeda Pharmaceutical (TAK) in Q1 2025, closing a stake of 119 shares — an estimated $1.58K sold.

Lee, Danner & Bass first reported a position in TAK in Q4 2024 and held it in 1 quarter. The position peaked at $1.58K in Q4 2024. 307 funds tracked by Wall St. Rank hold TAK as of Q1 2025.

Lee, Danner & Bass reported no remaining Takeda Pharmaceutical position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 119 Takeda Pharmaceutical shares in Q1 2025, an estimated $1.58K.
Lee, Danner & Bass first reported a position in Takeda Pharmaceutical in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Takeda Pharmaceutical position peaked at $1.58K in Q4 2024.
307 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.