Columbus Circle Investors’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Columbus Circle Investors’s Portfolio GRUB Stock Details GRUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-353,703	Closed	-$54.3M	–	189
2018 Q4	$54.3M	Buy	353,703 +92,419	+35%	+$17.3M	1.54%	14
2018 Q3	$72.4M	Buy	261,284 +119,533	+84%	+$30.8M	1.45%	12
2018 Q2	$29.7M	Sell	141,751 -38,038	-21%	-$7.88M	0.61%	63
2018 Q1	$36.5M	Sell	179,789 -3,236	-2%	-$572K	0.74%	54
2017 Q4	$26.3M	Sell	183,025 -14,779	-7%	-$1.86M	0.5%	79
2017 Q3	$20.8M	Buy	197,804 +114,182	+137%	+$11.7M	0.35%	94
2017 Q2	$7.29M	Sell	83,622 -44,516	-35%	-$3.69M	0.12%	146
2017 Q1	$8.43M	Sell	128,138 -240,640	-65%	-$17.8M	0.12%	161
2016 Q4	$27.7M	Buy	368,778 +188,125	+104%	+$14.5M	0.36%	76
2016 Q3	$15.5M	Buy	+180,653	New	+$13.6M	0.17%	119
2015 Q2	–	Sell	-409,113	Closed	-$37.1M	–	318
2015 Q1	$37.1M	Buy	+409,113	New	+$32.9M	0.25%	99

Other funds holding GRUB

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Columbus Circle Investors's GRUB Position: Q1 2019 in Review

Columbus Circle Investors sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q1 2019, closing a stake of 353,703 shares — an estimated $54.3M sold.

Columbus Circle Investors first reported a position in GRUB in Q1 2015 and held it in 11 quarters. The position peaked at $72.4M in Q3 2018. 351 funds tracked by Wall St. Rank hold GRUB as of Q1 2019.

Columbus Circle Investors reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q1 2019 after selling out during the quarter.
Columbus Circle Investors sold 353,703 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q1 2019, an estimated $54.3M.
Columbus Circle Investors first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q1 2015 and held it in 11 quarters.
Columbus Circle Investors's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $72.4M in Q3 2018.
351 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q1 2019.

Based on Columbus Circle Investors's 13F filing for Q1 2019, filed 22 Apr 2019.