Herold Advisors’s PayPal PYPL Stock Holding History

Herold Advisors’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
2025 Q1	–	Sell	-2,350	Closed	-$201K	–	291
2024 Q4	$201K	Buy	+2,350	New	+$198K	0.04%	264
2023 Q2	–	Sell	-4,300	Closed	-$327K	–	246
2023 Q1	$327K	Buy	4,300 +550	+15%	+$42.4K	0.11%	175
2022 Q4	$267K	Sell	3,750 -700	-16%	-$56K	0.11%	173
2022 Q3	$383K	Sell	4,450 -150	-3%	-$13.3K	0.18%	130
2022 Q2	$321K	Buy	4,600 +100	+2%	+$8.68K	0.14%	150
2022 Q1	$520K	Buy	4,500 +1,188	+36%	+$158K	0.19%	122
2021 Q4	$624K	Buy	3,312 +480	+17%	+$104K	0.24%	111
2021 Q3	$736K	Buy	+2,832	New	+$803K	0.29%	99

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Herold Advisors's PYPL Position: Q1 2025 in Review

Herold Advisors sold out of PayPal (PYPL) in Q1 2025, closing a stake of 2,350 shares — an estimated $201K sold.

Herold Advisors first reported a position in PYPL in Q3 2021 and held it in 8 quarters. The position peaked at $736K in Q3 2021. 1,888 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Herold Advisors reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
Herold Advisors sold 2,350 PayPal shares in Q1 2025, an estimated $201K.
Herold Advisors first reported a position in PayPal in Q3 2021 and held it in 8 quarters.
Herold Advisors's PayPal position peaked at $736K in Q3 2021.
1,888 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Herold Advisors's 13F filing for Q1 2025, filed 13 May 2025.