Eagle Ridge Investment Management’s PayPal PYPL Stock Holding History

Eagle Ridge 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
2023 Q2	–	Sell	-256,049	Closed	-$19.4M	–	158
2023 Q1	$19.4M	Buy	256,049 +35,457	+16%	+$2.73M	2.19%	13
2022 Q4	$15.7M	Sell	220,592 -16,737	-7%	-$1.34M	1.83%	13
2022 Q3	$20.4M	Buy	237,329 +313	+0.1%	+$27.8K	2.57%	8
2022 Q2	$16.6M	Buy	237,016 +4,537	+2%	+$394K	1.99%	11
2022 Q1	$26.9M	Buy	+232,479	New	+$30.9M	2.86%	7

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

Eagle Ridge Investment Management's PYPL Position: Q2 2023 in Review

Eagle Ridge Investment Management sold out of PayPal (PYPL) in Q2 2023, closing a stake of 256,049 shares — an estimated $19.4M sold.

Eagle Ridge Investment Management first reported a position in PYPL in Q1 2022 and held it in 5 quarters. The position peaked at $26.9M in Q1 2022. 1,879 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

Eagle Ridge Investment Management reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
Eagle Ridge Investment Management sold 256,049 PayPal shares in Q2 2023, an estimated $19.4M.
Eagle Ridge Investment Management first reported a position in PayPal in Q1 2022 and held it in 5 quarters.
Eagle Ridge Investment Management's PayPal position peaked at $26.9M in Q1 2022.
1,879 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2023, filed 18 Jul 2023.