Hitchwood Capital Management’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Hitchwood Capital Management’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
2018 Q4	–	Sell	-210,000	Closed	-$58.2M	–	61
2018 Q3	$58.2M	Buy	210,000 +40,000	+24%	+$10.3M	0.82%	20
2018 Q2	$35.7M	Sell	170,000 -127,623	-43%	-$26.4M	1.12%	20
2018 Q1	$60.4M	Sell	297,623 -177,377	-37%	-$31.4M	2.94%	14
2017 Q4	$68.2M	Buy	475,000 +465,529	+4,915%	+$58.4M	2.56%	20
2017 Q3	$997K	Buy	+9,471	New	+$970K	0.04%	39

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPU

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

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

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

Hitchwood Capital Management's GRUB Position: Q4 2018 in Review

Hitchwood Capital Management sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q4 2018, closing a stake of 210,000 shares — an estimated $58.2M sold.

Hitchwood Capital Management first reported a position in GRUB in Q3 2017 and held it in 5 quarters. The position peaked at $68.2M in Q4 2017. 334 funds tracked by Wall St. Rank hold GRUB as of Q4 2018.

Hitchwood Capital Management reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q4 2018 after selling out during the quarter.
Hitchwood Capital Management sold 210,000 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q4 2018, an estimated $58.2M.
Hitchwood Capital Management first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q3 2017 and held it in 5 quarters.
Hitchwood Capital Management's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $68.2M in Q4 2017.
334 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q4 2018.

Based on Hitchwood Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.