Nelson Capital Management’s PayPal PYPL Stock Holding History

Nelson Capital Management’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	-374	Closed	-$39K	–	246
2019 Q3	$39K	Sell	374 -91	-20%	-$10K	0.01%	169
2019 Q2	$53K	Buy	465 +209	+82%	+$23.2K	0.01%	143
2019 Q1	$27K	Hold	256	–	–	0.01%	172
2018 Q4	$22K	Hold	256	–	–	0.01%	184
2018 Q3	$22K	Buy	256 +56	+28%	+$4.93K	0.01%	178
2018 Q2	$17K	Sell	200 -200	-50%	-$15.9K	﹤0.01%	181
2018 Q1	$30K	Hold	400	–	–	0.01%	161
2017 Q4	$29K	Hold	400	–	–	0.01%	174
2017 Q3	$26K	Hold	400	–	–	0.01%	169
2017 Q2	$21K	Sell	400 -100	-20%	-$4.92K	0.01%	187
2017 Q1	$22K	Sell	500 -300	-38%	-$12.6K	0.01%	186
2016 Q4	$32K	Hold	800	–	–	0.01%	142
2016 Q3	$33K	Hold	800	–	–	0.01%	141
2016 Q2	$29K	Hold	800	–	–	0.01%	141
2016 Q1	$31K	Sell	800 -579	-42%	-$20.9K	0.01%	129
2015 Q4	$50K	Buy	1,379 +500	+57%	+$17.6K	0.02%	110
2015 Q3	$27K	Buy	+879	New	+$31.5K	0.01%	144

Other funds holding PYPL

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nelson Capital Management's PYPL Position: Q4 2019 in Review

Nelson Capital Management sold out of PayPal (PYPL) in Q4 2019, closing a stake of 374 shares — an estimated $39K sold.

Nelson Capital Management first reported a position in PYPL in Q3 2015 and held it in 17 quarters. The position peaked at $53K in Q2 2019. 1,825 funds tracked by Wall St. Rank hold PYPL as of Q4 2019.

Nelson Capital Management reported no remaining PayPal position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 374 PayPal shares in Q4 2019, an estimated $39K.
Nelson Capital Management first reported a position in PayPal in Q3 2015 and held it in 17 quarters.
Nelson Capital Management's PayPal position peaked at $53K in Q2 2019.
1,825 funds tracked by Wall St. Rank held PayPal as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.