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Heron Financial Group’s PayPal PYPL Stock Holding History

Heron Financial 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
2023
Q2 		$243K Buy
3,642
+149
+4% +$10.2K 0.13% 125
2023
Q1 		$265K Buy
3,493
+679
+24% +$52.3K 0.15% 117
2022
Q4 		$215K Sell
2,814
-135
-5% -$10.8K 0.14% 121
2022
Q3 		$254K Buy
2,949
+75
+3% +$6.65K 0.16% 109
2022
Q2 		$201K Sell
2,874
-345
-11% -$29.9K 0.12% 135
2022
Q1 		$372K Sell
3,219
-384
-11% -$51.1K 0.19% 98
2021
Q4 		$633K Buy
3,603
+308
+9% +$66.6K 0.34% 65
2021
Q3 		$857K Buy
3,295
+52
+2% +$14.8K 0.48% 45
2021
Q2 		$945K Sell
3,243
-84
-3% -$22.2K 0.54% 43
2021
Q1 		$824K Buy
3,327
+21
+0.6% +$5.3K 0.5% 44
2020
Q4 		$777K Buy
3,306
+108
+3% +$22.4K 0.54% 45
2020
Q3 		$630K Buy
3,198
+18
+0.6% +$3.39K 0.5% 48
2020
Q2 		$567K Buy
3,180
+950
+43% +$131K 0.51% 47
2020
Q1 		$245K Hold
2,230
– – 0.25% 95
2019
Q4 		$265K Buy
+2,230
New +$232K 0.22% 105

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heron Financial Group's PYPL Position: Q2 2023 in Review

Heron Financial Group increased its PayPal (PYPL) stake by 4.3% in Q2 2023, buying an estimated $10.2K and bringing the position to 3,642 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #125.

Heron Financial Group first reported a position in PYPL in Q4 2019 and has held it in 15 quarters since. The position peaked at $945K in Q2 2021. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

  • Heron Financial Group held 3,642 shares of PayPal worth $243K as of Q2 2023.
  • Heron Financial Group bought 149 PayPal shares in Q2 2023, an estimated $10.2K.
  • PayPal made up 0.13% of Heron Financial Group's portfolio in Q2 2023, its #125 holding.
  • Heron Financial Group first reported a position in PayPal in Q4 2019 and has held it in 15 quarters since.
  • Heron Financial Group's PayPal position peaked at $945K in Q2 2021.
  • 1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.