D.B. Root & Company’s PayPal PYPL Stock Holding History

D.B. Root & Company’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
2023 Q2	–	Sell	-3,720	Closed	-$282K	–	178
2023 Q1	$282K	Buy	3,720 +67	+2%	+$5.16K	0.11%	147
2022 Q4	$260K	Sell	3,653 -482	-12%	-$38.6K	0.11%	146
2022 Q3	$355K	Sell	4,135 -1,840	-31%	-$163K	0.16%	120
2022 Q2	$417K	Buy	5,975 +1,705	+40%	+$148K	0.18%	114
2022 Q1	$493K	Sell	4,270 -5	-0.1%	-$665	0.18%	119
2021 Q4	$806K	Buy	4,275 +1,236	+41%	+$267K	0.29%	89
2021 Q3	$790K	Sell	3,039 -613	-17%	-$174K	0.31%	84
2021 Q2	$1.06M	Sell	3,652 -66	-2%	-$17.4K	0.4%	59
2021 Q1	$902K	Sell	3,718 -1,690	-31%	-$427K	0.35%	77
2020 Q4	$1.27M	Buy	5,408 +158	+3%	+$32.7K	0.51%	41
2020 Q3	$1.03M	Sell	5,250 -29	-0.5%	-$5.46K	0.42%	59
2020 Q2	$919K	Buy	5,279 +25	+0.5%	+$3.46K	0.4%	65
2020 Q1	$503K	Buy	5,254 +1,720	+49%	+$190K	0.25%	102
2019 Q4	$382K	Buy	+3,534	New	+$368K	0.17%	150

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

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

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.B. Root & Company's PYPL Position: Q2 2023 in Review

D.B. Root & Company sold out of PayPal (PYPL) in Q2 2023, closing a stake of 3,720 shares — an estimated $282K sold.

D.B. Root & Company first reported a position in PYPL in Q4 2019 and held it in 14 quarters. The position peaked at $1.27M in Q4 2020. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

D.B. Root & Company reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
D.B. Root & Company sold 3,720 PayPal shares in Q2 2023, an estimated $282K.
D.B. Root & Company first reported a position in PayPal in Q4 2019 and held it in 14 quarters.
D.B. Root & Company's PayPal position peaked at $1.27M in Q4 2020.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on D.B. Root & Company's 13F filing for Q2 2023, filed 18 Jul 2023.