M.D. Sass LLC’s PayPal PYPL Stock Holding History

M.D. Sass LLC’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	-231,431	Closed	-$17.6M	–	35
2023 Q1	$17.6M	Buy	+231,431	New	+$17.8M	2.19%	23
2022 Q4	–	Sell	-193,290	Closed	-$16.6M	–	31
2022 Q3	$16.6M	Buy	+193,290	New	+$17.1M	3.05%	18

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

M.D. Sass LLC's PYPL Position: Q2 2023 in Review

M.D. Sass LLC sold out of PayPal (PYPL) in Q2 2023, closing a stake of 231,431 shares — an estimated $17.6M sold.

M.D. Sass LLC first reported a position in PYPL in Q3 2022 and held it in 2 quarters. The position peaked at $17.6M in Q1 2023. 1,878 funds tracked by Wall St. Rank hold PYPL as of Q2 2023.

M.D. Sass LLC reported no remaining PayPal position as of Q2 2023 after selling out during the quarter.
M.D. Sass LLC sold 231,431 PayPal shares in Q2 2023, an estimated $17.6M.
M.D. Sass LLC first reported a position in PayPal in Q3 2022 and held it in 2 quarters.
M.D. Sass LLC's PayPal position peaked at $17.6M in Q1 2023.
1,878 funds tracked by Wall St. Rank held PayPal as of Q2 2023.

Based on M.D. Sass LLC's 13F filing for Q2 2023, filed 10 Aug 2023.