Disciplined Investments’s PayPal PYPL Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-28	Closed	-$1.87K	–	1203
2023 Q2	$1.87K	Sell	28 -3	-10%	-$205	﹤0.01%	684
2023 Q1	$2.35K	Buy	31 +6	+24%	+$462	﹤0.01%	603
2022 Q4	$1.78K	Sell	25 -45	-64%	-$3.6K	﹤0.01%	663
2022 Q3	$6K	Buy	70 +19	+37%	+$1.69K	﹤0.01%	416
2022 Q2	$4K	Sell	51 -260	-84%	-$22.6K	﹤0.01%	495
2022 Q1	$36K	Buy	311 +141	+83%	+$18.8K	0.01%	264
2021 Q4	$32K	Buy	170 +114	+204%	+$24.7K	0.01%	253
2021 Q3	$15K	Hold	56	–	–	0.01%	288
2021 Q2	$16K	Hold	56	–	–	0.01%	280
2021 Q1	$14K	Buy	56 +49	+700%	+$12.4K	0.01%	247
2020 Q4	$2K	Sell	7 -146	-95%	-$30.3K	﹤0.01%	290
2020 Q3	$30K	Hold	153	–	–	0.02%	191
2020 Q2	$27K	Hold	153	–	–	0.02%	202
2020 Q1	$15K	Buy	153 +7	+5%	+$773	0.01%	245
2019 Q4	$16K	Buy	+146	New	+$15.2K	0.01%	261

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Disciplined Investments's PYPL Position: Q3 2023 in Review

Disciplined Investments sold out of PayPal (PYPL) in Q3 2023, closing a stake of 28 shares — an estimated $1.87K sold.

Disciplined Investments first reported a position in PYPL in Q4 2019 and held it in 15 quarters. The position peaked at $36K in Q1 2022. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

Disciplined Investments reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 28 PayPal shares in Q3 2023, an estimated $1.87K.
Disciplined Investments first reported a position in PayPal in Q4 2019 and held it in 15 quarters.
Disciplined Investments's PayPal position peaked at $36K in Q1 2022.
1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.