Lipe & Dalton’s PayPal PYPL Stock Holding History

Lipe & Dalton’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	–	Sell	-1,200	Closed	-$91K	–	103
2023 Q1	$91K	Buy	+1,200	New	+$92.4K	0.05%	89
2022 Q4	–	Sell	-800	Closed	-$69K	–	105
2022 Q3	$69K	Buy	+800	New	+$70.9K	0.04%	90
2022 Q1	–	Sell	-200	Closed	-$38K	–	111
2021 Q4	$38K	Hold	200	–	–	0.02%	102
2021 Q3	$52K	Hold	200	–	–	0.03%	93
2021 Q2	$58K	Buy	+200	New	+$52.8K	0.03%	95

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

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

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

Lipe & Dalton's PYPL Position: Q2 2023 in Review

Lipe & Dalton sold out of PayPal (PYPL) in Q2 2023, closing a stake of 1,200 shares — an estimated $91K sold.

Lipe & Dalton first reported a position in PYPL in Q2 2021 and held it in 5 quarters. The position peaked at $91K in Q1 2023. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

Lipe & Dalton reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
Lipe & Dalton sold 1,200 PayPal shares in Q2 2023, an estimated $91K.
Lipe & Dalton first reported a position in PayPal in Q2 2021 and held it in 5 quarters.
Lipe & Dalton's PayPal position peaked at $91K in Q1 2023.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on Lipe & Dalton's 13F filing for Q2 2023, filed 26 Jul 2023.