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Lee Financial’s Takeda Pharmaceutical TAK Stock Holding History

Lee Financial’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
2022
Q3 		– Sell
-30
Closed – – 1008
2022
Q2 		$0 Hold
30
– – ﹤0.01% 995
2022
Q1 		$0 Hold
30
– – ﹤0.01% 951
2021
Q4 		$0 Hold
30
– – ﹤0.01% 953
2021
Q3 		$0 Hold
30
– – ﹤0.01% 734
2021
Q2 		$1K Hold
30
– – ﹤0.01% 661
2021
Q1 		$1K Hold
30
– – ﹤0.01% 478
2020
Q4 		$1K Hold
30
– – ﹤0.01% 468
2020
Q3 		$1K Hold
30
– – ﹤0.01% 523
2020
Q2 		$1K Hold
30
– – ﹤0.01% 513
2020
Q1 		$0 Hold
30
– – ﹤0.01% 513
2019
Q4 		$1K Hold
30
– – ﹤0.01% 492
2019
Q3 		$1K Hold
30
– – ﹤0.01% 503
2019
Q2 		$1K Hold
30
– – ﹤0.01% 511
2019
Q1 		$1K Buy
+30
New +$604 ﹤0.01% 504

Other funds holding TAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lee Financial's TAK Position: Q3 2022 in Review

Lee Financial sold out of Takeda Pharmaceutical (TAK) in Q3 2022, closing a stake of 30 shares.

Lee Financial first reported a position in TAK in Q1 2019 and held it in 14 quarters. The position peaked at $1K in Q2 2021. 276 funds tracked by Wall St. Rank hold TAK as of Q3 2022.

  • Lee Financial reported no remaining Takeda Pharmaceutical position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 30 Takeda Pharmaceutical shares in Q3 2022.
  • Lee Financial first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 14 quarters.
  • Lee Financial's Takeda Pharmaceutical position peaked at $1K in Q2 2021.
  • 276 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.