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Mosaic Family Wealth’s PayPal PYPL Stock Holding History

Mosaic Family Wealth’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
2019
Q4 		– Sell
-2,163
Closed -$224K – 171
2019
Q3 		$224K Buy
2,163
+250
+13% +$27.5K 0.09% 149
2019
Q2 		$219K Sell
1,913
-117
-6% -$13K 0.09% 158
2019
Q1 		$211K Buy
2,030
+100
+5% +$9.47K 0.09% 152
2018
Q4 		$162K Hold
1,930
– – 0.07% 167
2018
Q3 		$162K Sell
1,930
-160
-8% -$14.1K 0.07% 170
2018
Q2 		$174K Sell
2,090
-1,269
-38% -$101K 0.07% 177
2018
Q1 		$255K Sell
3,359
-136
-4% -$10.8K 0.09% 138
2017
Q4 		$257K Sell
3,495
-13,408
-79% -$970K 0.09% 145
2017
Q3 		$1.08M Sell
16,903
-1,500
-8% -$89.9K 0.42% 38
2017
Q2 		$988K Buy
18,403
+7,233
+65% +$355K 0.41% 40
2017
Q1 		$481K Buy
11,170
+1,567
+16% +$65.6K 0.21% 93
2016
Q4 		$382K Sell
9,603
-2,275
-19% -$91.4K 0.18% 111
2016
Q3 		$487K Sell
11,878
-1,696
-12% -$65.2K 0.23% 87
2016
Q2 		$496K Buy
13,574
+10,800
+389% +$413K 0.24% 78
2016
Q1 		$107K Hold
2,774
– – 0.05% 219
2015
Q4 		$100K Buy
+2,774
New +$97.9K 0.04% 226

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mosaic Family Wealth's PYPL Position: Q4 2019 in Review

Mosaic Family Wealth sold out of PayPal (PYPL) in Q4 2019, closing a stake of 2,163 shares — an estimated $224K sold.

Mosaic Family Wealth first reported a position in PYPL in Q4 2015 and held it in 16 quarters. The position peaked at $1.08M in Q3 2017. 1,825 funds tracked by Wall St. Rank hold PYPL as of Q4 2019.

  • Mosaic Family Wealth reported no remaining PayPal position as of Q4 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,163 PayPal shares in Q4 2019, an estimated $224K.
  • Mosaic Family Wealth first reported a position in PayPal in Q4 2015 and held it in 16 quarters.
  • Mosaic Family Wealth's PayPal position peaked at $1.08M in Q3 2017.
  • 1,825 funds tracked by Wall St. Rank held PayPal as of Q4 2019.

Based on Mosaic Family Wealth's 13F filing for Q4 2019, filed 31 Jan 2020.