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Lyell Wealth Management’s PayPal PYPL Stock Holding History

Lyell Wealth Management’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
Q3 		– Sell
-3,425
Closed -$229K – 182
2023
Q2 		$229K Sell
3,425
-10,677
-76% -$728K 0.03% 173
2023
Q1 		$1.07M Sell
14,102
-11,509
-45% -$886K 0.15% 103
2022
Q4 		$1.82M Sell
25,611
-51,021
-67% -$4.08M 0.29% 87
2022
Q3 		$6.6M Buy
76,632
+979
+1% +$86.8K 1.12% 29
2022
Q2 		$5.28M Sell
75,653
-1,097
-1% -$95.2K 0.86% 40
2022
Q1 		$8.88M Buy
76,750
+1,112
+1% +$148K 1.14% 30
2021
Q4 		$14.3M Buy
75,638
+2,324
+3% +$503K 1.63% 18
2021
Q3 		$19.1M Sell
73,314
-479
-0.6% -$136K 2.32% 8
2021
Q2 		$21.5M Buy
73,793
+1,475
+2% +$390K 2.66% 3
2021
Q1 		$17.6M Sell
72,318
-1,328
-2% -$335K 2.56% 3
2020
Q4 		$17.2M Sell
73,646
-1,191
-2% -$247K 2.75% 5
2020
Q3 		$14.7M Buy
74,837
+2,069
+3% +$390K 2.76% 6
2020
Q2 		$12.7M Buy
72,768
+1,092
+2% +$151K 2.78% 7
2020
Q1 		$6.86M Buy
71,676
+2,007
+3% +$222K 2.05% 8
2019
Q4 		$7.54M Buy
69,669
+418
+0.6% +$43.6K 2.01% 10
2019
Q3 		$7.17M Buy
69,251
+2,685
+4% +$296K 2.16% 8
2019
Q2 		$7.62M Buy
66,566
+1,060
+2% +$117K 2.3% 7
2019
Q1 		$6.8M Buy
65,506
+2,071
+3% +$196K 2.27% 6
2018
Q4 		$5.33M Sell
63,435
-270
-0.4% -$22.5K 2.23% 9
2018
Q3 		$5.6M Buy
63,705
+2,035
+3% +$179K 1.88% 13
2018
Q2 		$5.13M Buy
61,670
+375
+0.6% +$29.9K 1.88% 13
2018
Q1 		$4.65M Buy
61,295
+2,525
+4% +$200K 1.72% 16
2017
Q4 		$4.33M Buy
58,770
+1,735
+3% +$125K 1.72% 18
2017
Q3 		$3.65M Buy
57,035
+2,395
+4% +$143K 1.58% 22
2017
Q2 		$2.93M Buy
+54,640
New +$2.69M 1.43% 30

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lyell Wealth Management's PYPL Position: Q3 2023 in Review

Lyell Wealth Management sold out of PayPal (PYPL) in Q3 2023, closing a stake of 3,425 shares — an estimated $229K sold.

Lyell Wealth Management first reported a position in PYPL in Q2 2017 and held it in 25 quarters. The position peaked at $21.5M in Q2 2021. 1,764 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

  • Lyell Wealth Management reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
  • Lyell Wealth Management sold 3,425 PayPal shares in Q3 2023, an estimated $229K.
  • Lyell Wealth Management first reported a position in PayPal in Q2 2017 and held it in 25 quarters.
  • Lyell Wealth Management's PayPal position peaked at $21.5M in Q2 2021.
  • 1,764 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Lyell Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.