LCM
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Lionstone Capital Management’s TaskUs TASK Stock Holding History

Lionstone Capital Management’s Portfolio TASK Stock Details TASK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-117,325
Closed -$1.89M – 16
2022
Q3 		$1.89M Sell
117,325
-98,350
-46% -$1.74M 0.79% 15
2022
Q2 		$3.64M Sell
215,675
-45,600
-17% -$1.16M 1.3% 15
2022
Q1 		$10M Hold
261,275
– – 2.98% 13
2021
Q4 		$14.1M Buy
+261,275
New +$14.2M 3.43% 13

Other funds holding TASK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lionstone Capital Management's TASK Position: Q4 2022 in Review

Lionstone Capital Management sold out of TaskUs (TASK) in Q4 2022, closing a stake of 117,325 shares — an estimated $1.89M sold.

Lionstone Capital Management first reported a position in TASK in Q4 2021 and held it in 4 quarters. The position peaked at $14.1M in Q4 2021. 103 funds tracked by Wall St. Rank hold TASK as of Q4 2022.

  • Lionstone Capital Management reported no remaining TaskUs position as of Q4 2022 after selling out during the quarter.
  • Lionstone Capital Management sold 117,325 TaskUs shares in Q4 2022, an estimated $1.89M.
  • Lionstone Capital Management first reported a position in TaskUs in Q4 2021 and held it in 4 quarters.
  • Lionstone Capital Management's TaskUs position peaked at $14.1M in Q4 2021.
  • 103 funds tracked by Wall St. Rank held TaskUs as of Q4 2022.

Based on Lionstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.