Lansdowne Partners (UK)’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Lansdowne Partners (UK)’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
2020 Q1	–	Sell	-758,064	Closed	-$73.7M	–	33
2019 Q4	$73.7M	Sell	758,064 -325,378	-30%	-$29.8M	2%	11
2019 Q3	$122M	Sell	1,083,442 -61,218	-5%	-$8.13M	3.24%	10
2019 Q2	$179M	Buy	1,144,660 +60,222	+6%	+$8.21M	4.38%	7
2019 Q1	$151M	Sell	1,084,438 -298,423	-22%	-$46.2M	3.34%	12
2018 Q4	$212M	Buy	1,382,861 +210,045	+18%	+$39.4M	3.14%	12
2018 Q3	$325M	Buy	1,172,816 +155,480	+15%	+$40.1M	3.43%	11
2018 Q2	$213M	Buy	1,017,336 +698,241	+219%	+$145M	2.04%	14
2018 Q1	$64.8M	Buy	319,095 +311,265	+3,975%	+$55M	0.67%	15
2017 Q4	$1.12M	Buy	+7,830	New	+$983K	0.01%	45

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Lansdowne Partners (UK)'s GRUB Position: Q1 2020 in Review

Lansdowne Partners (UK) sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q1 2020, closing a stake of 758,064 shares — an estimated $73.7M sold.

Lansdowne Partners (UK) first reported a position in GRUB in Q4 2017 and held it in 9 quarters. The position peaked at $325M in Q3 2018. 281 funds tracked by Wall St. Rank hold GRUB as of Q1 2020.

Lansdowne Partners (UK) reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q1 2020 after selling out during the quarter.
Lansdowne Partners (UK) sold 758,064 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q1 2020, an estimated $73.7M.
Lansdowne Partners (UK) first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q4 2017 and held it in 9 quarters.
Lansdowne Partners (UK)'s Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $325M in Q3 2018.
281 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q1 2020.

Based on Lansdowne Partners (UK)'s 13F filing for Q1 2020, filed 15 May 2020.