ERn Financial LLC’s PayPal PYPL Stock Holding History

ERn Financial LLC’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 Q4	–	Sell	-6,135	Closed	-$359K	–	174
2023 Q3	$359K	Buy	6,135 +546	+10%	+$35.6K	0.08%	138
2023 Q2	$373K	Buy	5,589 +170	+3%	+$11.6K	0.08%	141
2023 Q1	$412K	Buy	5,419 +3	+0.1%	+$231	0.09%	131
2022 Q4	$386K	Sell	5,416 -2,341	-30%	-$187K	0.09%	135
2022 Q3	$668K	Buy	7,757 +367	+5%	+$32.5K	0.17%	93
2022 Q2	$516K	Buy	7,390 +3,536	+92%	+$307K	0.13%	107
2022 Q1	$446K	Buy	+3,854	New	+$513K	0.1%	116

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

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

CFM

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

ERn Financial LLC's PYPL Position: Q4 2023 in Review

ERn Financial LLC sold out of PayPal (PYPL) in Q4 2023, closing a stake of 6,135 shares — an estimated $359K sold.

ERn Financial LLC first reported a position in PYPL in Q1 2022 and held it in 7 quarters. The position peaked at $668K in Q3 2022. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

ERn Financial LLC reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
ERn Financial LLC sold 6,135 PayPal shares in Q4 2023, an estimated $359K.
ERn Financial LLC first reported a position in PayPal in Q1 2022 and held it in 7 quarters.
ERn Financial LLC's PayPal position peaked at $668K in Q3 2022.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on ERn Financial LLC's 13F filing for Q4 2023, filed 19 Jan 2024.