Joule Financial’s PayPal PYPL Stock Holding History

Joule Financial’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	-8,581	Closed	-$732K	–	112
2024 Q4	$732K	Sell	8,581 -942	-10%	-$79.2K	0.26%	44
2024 Q3	$743K	Sell	9,523 -554	-5%	-$37.1K	0.27%	44
2024 Q2	$585K	Buy	+10,077	New	+$641K	0.24%	48
2023 Q2	–	Sell	-6,452	Closed	-$490K	–	107
2023 Q1	$490K	Sell	6,452 -189	-3%	-$14.6K	0.26%	47
2022 Q4	$473K	Sell	6,641 -910	-12%	-$72.8K	0.31%	44
2022 Q3	$650K	Buy	+7,551	New	+$670K	0.49%	36

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

Joule Financial's PYPL Position: Q1 2025 in Review

Joule Financial sold out of PayPal (PYPL) in Q1 2025, closing a stake of 8,581 shares — an estimated $732K sold.

Joule Financial first reported a position in PYPL in Q3 2022 and held it in 6 quarters. The position peaked at $743K in Q3 2024. 1,888 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Joule Financial reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
Joule Financial sold 8,581 PayPal shares in Q1 2025, an estimated $732K.
Joule Financial first reported a position in PayPal in Q3 2022 and held it in 6 quarters.
Joule Financial's PayPal position peaked at $743K in Q3 2024.
1,888 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Joule Financial's 13F filing for Q1 2025, filed 11 Apr 2025.