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

Mitchell 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	-11,184	Closed	-$3.1M	–	121
2018 Q3	$3.1M	Buy	11,184 +272	+2%	+$70.2K	1.01%	33
2018 Q2	$2.29M	Sell	10,912 -370	-3%	-$76.6K	0.83%	36
2018 Q1	$2.29M	Buy	+11,282	New	+$1.99M	0.83%	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 $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $7.71B AUM 4.02% 1-Year Est. Return

Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return

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

Mitchell Capital Management sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q4 2018, closing a stake of 11,184 shares — an estimated $3.1M sold.

Mitchell Capital Management first reported a position in GRUB in Q1 2018 and held it in 3 quarters. The position peaked at $3.1M in Q3 2018. 334 funds tracked by Wall St. Rank hold GRUB as of Q4 2018.

Mitchell 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.
Mitchell Capital Management sold 11,184 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q4 2018, an estimated $3.1M.
Mitchell Capital Management first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q1 2018 and held it in 3 quarters.
Mitchell Capital Management's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $3.1M in Q3 2018.
334 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q4 2018.

Based on Mitchell Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.