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

Marcus Capital’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
2017 Q4	–	Sell	-5,000	Closed	-$527K	–	46
2017 Q3	$527K	Sell	5,000 -5,000	-50%	-$512K	0.75%	39
2017 Q2	$872K	Sell	10,000 -2,500	-20%	-$207K	0.75%	43
2017 Q1	$822K	Sell	12,500 -2,575	-17%	-$190K	0.77%	42
2016 Q4	$1.13M	Hold	15,075	–	–	1.22%	37
2016 Q3	$1.3M	Buy	15,075 +5,000	+50%	+$375K	1.25%	36
2016 Q2	$626K	Hold	10,075	–	–	0.66%	43
2016 Q1	$506K	Hold	10,075	–	–	0.56%	44
2015 Q4	$488K	Buy	+10,075	New	+$526K	0.52%	41

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

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

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

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

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

Marcus Capital's GRUB Position: Q4 2017 in Review

Marcus Capital sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q4 2017, closing a stake of 5,000 shares — an estimated $527K sold.

Marcus Capital first reported a position in GRUB in Q4 2015 and held it in 8 quarters. The position peaked at $1.3M in Q3 2016. 241 funds tracked by Wall St. Rank hold GRUB as of Q4 2017.

Marcus Capital reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q4 2017 after selling out during the quarter.
Marcus Capital sold 5,000 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q4 2017, an estimated $527K.
Marcus Capital first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q4 2015 and held it in 8 quarters.
Marcus Capital's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $1.3M in Q3 2016.
241 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q4 2017.

Based on Marcus Capital's 13F filing for Q4 2017, filed 7 Feb 2018.