Picton Mahoney Asset Management’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Picton Mahoney Asset 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
2019 Q1	–	Sell	-7,400	Closed	-$1.14M	–	205
2018 Q4	$1.14M	Sell	7,400 -200	-3%	-$37.5K	0.1%	112
2018 Q3	$2.11M	Sell	7,600 -250	-3%	-$64.5K	0.15%	105
2018 Q2	$1.65M	Sell	7,850 -50	-0.6%	-$10.4K	0.12%	122
2018 Q1	$1.6M	Buy	+7,900	New	+$1.4M	0.12%	131

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

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

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

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

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

LPU

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

Picton Mahoney Asset Management's GRUB Position: Q1 2019 in Review

Picton Mahoney Asset Management sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q1 2019, closing a stake of 7,400 shares — an estimated $1.14M sold.

Picton Mahoney Asset Management first reported a position in GRUB in Q1 2018 and held it in 4 quarters. The position peaked at $2.11M in Q3 2018. 352 funds tracked by Wall St. Rank hold GRUB as of Q1 2019.

Picton Mahoney Asset Management reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q1 2019 after selling out during the quarter.
Picton Mahoney Asset Management sold 7,400 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q1 2019, an estimated $1.14M.
Picton Mahoney Asset Management first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q1 2018 and held it in 4 quarters.
Picton Mahoney Asset Management's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $2.11M in Q3 2018.
352 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q1 2019.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2019, filed 2 May 2019.