Waverton Investment Management’s PayPal PYPL Stock Holding History

Waverton Investment 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 Q3	–	Sell	-14,985	Closed	-$1.72M	–	84
2019 Q2	$1.72M	Sell	14,985 -3,039	-17%	-$337K	0.09%	44
2019 Q1	$1.87M	Buy	18,024 +280	+2%	+$26.5K	0.1%	42
2018 Q4	$1.49M	Buy	17,744 +341	+2%	+$28.4K	0.09%	43
2018 Q3	$1.53M	Sell	17,403 -1,469	-8%	-$129K	0.08%	47
2018 Q2	$1.56M	Buy	18,872 +370	+2%	+$29.5K	0.09%	40
2018 Q1	$1.4M	Buy	+18,502	New	+$1.47M	0.08%	43
2016 Q3	–	Sell	-18,400	Closed	-$672K	–	102
2016 Q2	$672K	Hold	18,400	–	–	0.05%	93
2016 Q1	$710K	Hold	18,400	–	–	0.05%	102
2015 Q4	$666K	Hold	18,400	–	–	0.05%	101
2015 Q3	$571K	Buy	+18,400	New	+$659K	0.05%	99

Other funds holding PYPL

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverton Investment Management's PYPL Position: Q3 2019 in Review

Waverton Investment Management sold out of PayPal (PYPL) in Q3 2019, closing a stake of 14,985 shares — an estimated $1.72M sold.

Waverton Investment Management first reported a position in PYPL in Q3 2015 and held it in 10 quarters. The position peaked at $1.87M in Q1 2019. 1,668 funds tracked by Wall St. Rank hold PYPL as of Q3 2019.

Waverton Investment Management reported no remaining PayPal position as of Q3 2019 after selling out during the quarter.
Waverton Investment Management sold 14,985 PayPal shares in Q3 2019, an estimated $1.72M.
Waverton Investment Management first reported a position in PayPal in Q3 2015 and held it in 10 quarters.
Waverton Investment Management's PayPal position peaked at $1.87M in Q1 2019.
1,668 funds tracked by Wall St. Rank held PayPal as of Q3 2019.

Based on Waverton Investment Management's 13F filing for Q3 2019, filed 29 Oct 2019.