Heritage Investment Group’s PayPal PYPL Stock Holding History

Heritage Investment Group’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
2022 Q2	–	Sell	-2,000	Closed	-$231K	–	89
2022 Q1	$231K	Hold	2,000	–	–	0.17%	78
2021 Q4	$377K	Buy	+2,000	New	+$433K	0.3%	52

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Heritage Investment Group's PYPL Position: Q2 2022 in Review

Heritage Investment Group sold out of PayPal (PYPL) in Q2 2022, closing a stake of 2,000 shares — an estimated $231K sold.

Heritage Investment Group first reported a position in PYPL in Q4 2021 and held it in 2 quarters. The position peaked at $377K in Q4 2021. 2,030 funds tracked by Wall St. Rank hold PYPL as of Q2 2022.

Heritage Investment Group reported no remaining PayPal position as of Q2 2022 after selling out during the quarter.
Heritage Investment Group sold 2,000 PayPal shares in Q2 2022, an estimated $231K.
Heritage Investment Group first reported a position in PayPal in Q4 2021 and held it in 2 quarters.
Heritage Investment Group's PayPal position peaked at $377K in Q4 2021.
2,030 funds tracked by Wall St. Rank held PayPal as of Q2 2022.

Based on Heritage Investment Group's 13F filing for Q2 2022, filed 2 Aug 2022.