Kaizen Advisory’s PayPal PYPL Stock Holding History

Kaizen Advisory’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$261K	Buy	3,109 +292	+10%	+$24.3K	0.18%	146
2018 Q3	$247K	Hold	2,817	–	–	0.13%	151
2018 Q2	$235K	Buy	2,817 +1,734	+160%	+$138K	0.12%	151
2018 Q1	$82K	Hold	1,083	–	–	0.08%	143
2017 Q4	$80K	Buy	+1,083	New	+$78.3K	0.05%	153

Other funds holding PYPL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kaizen Advisory's PYPL Position: Q4 2018 in Review

Kaizen Advisory increased its PayPal (PYPL) stake by 10% in Q4 2018, buying an estimated $24.3K and bringing the position to 3,109 shares worth $261K. The position accounts for 0.18% of the portfolio, ranked #146.

Kaizen Advisory first reported a position in PYPL in Q4 2017 and has held it in 5 quarters since. 1,567 funds tracked by Wall St. Rank hold PYPL as of Q4 2018.

Kaizen Advisory held 3,109 shares of PayPal worth $261K as of Q4 2018.
Kaizen Advisory bought 292 PayPal shares in Q4 2018, an estimated $24.3K.
PayPal made up 0.18% of Kaizen Advisory's portfolio in Q4 2018, its #146 holding.
Kaizen Advisory first reported a position in PayPal in Q4 2017 and has held it in 5 quarters since.
1,567 funds tracked by Wall St. Rank held PayPal as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.