Lucus Advisors’s PayPal PYPL Stock Holding History

Lucus Advisors’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 Q1	$2.28M	Buy	30,000 +16,574	+123%	+$1.31M	3.95%	1
2017 Q4	$988K	Buy	+13,426	New	+$971K	1.44%	3

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 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

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

Lucus Advisors's PYPL Position: Q1 2018 in Review

Lucus Advisors increased its PayPal (PYPL) stake by 123% in Q1 2018, buying an estimated $1.31M and bringing the position to 30,000 shares worth $2.28M. The position accounts for 3.95% of the portfolio, ranked #1.

Lucus Advisors first reported a position in PYPL in Q4 2017 and has held it in 2 quarters since. 1,384 funds tracked by Wall St. Rank hold PYPL as of Q1 2018.

Lucus Advisors held 30,000 shares of PayPal worth $2.28M as of Q1 2018.
Lucus Advisors bought 16,574 PayPal shares in Q1 2018, an estimated $1.31M.
PayPal made up 3.95% of Lucus Advisors's portfolio in Q1 2018, its #1 holding.
Lucus Advisors first reported a position in PayPal in Q4 2017 and has held it in 2 quarters since.
1,384 funds tracked by Wall St. Rank held PayPal as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.