Madison Wealth Management’s PayPal PYPL Stock Holding History

Madison 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	$1.45M	Sell	24,870 -25,312	-50%	-$1.65M	0.31%	83
2023 Q2	$3.35M	Buy	50,182 +1,395	+3%	+$95.1K	0.68%	47
2023 Q1	$3.7M	Sell	48,787 -706	-1%	-$54.4K	0.8%	41
2022 Q4	$3.52M	Sell	49,493 -50	-0.1%	-$4K	0.8%	39
2022 Q3	$4.26M	Sell	49,543 -310	-0.6%	-$27.5K	1.05%	26
2022 Q2	$3.48M	Sell	49,853 -529	-1%	-$45.9K	0.84%	39
2022 Q1	$5.83M	Sell	50,382 -17,812	-26%	-$2.37M	1.22%	22
2021 Q4	$12.9M	Sell	68,194 -865	-1%	-$187K	2.58%	8
2021 Q3	$18M	Sell	69,059 -1,427	-2%	-$405K	3.93%	5
2021 Q2	$20.5M	Sell	70,486 -230	-0.3%	-$60.8K	4.53%	3
2021 Q1	$17.2M	Sell	70,716 -1,155	-2%	-$292K	4.2%	4
2020 Q4	$16.8M	Sell	71,871 -1,930	-3%	-$400K	4.44%	4
2020 Q3	$14.5M	Sell	73,801 -534	-0.7%	-$101K	4.36%	4
2020 Q2	$13M	Sell	74,335 -2,274	-3%	-$314K	4.26%	5
2020 Q1	$7.33M	Sell	76,609 -2,907	-4%	-$321K	2.94%	7
2019 Q4	$8.6M	Buy	+79,516	New	+$8.29M	2.47%	11

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Madison Wealth Management reduced its PayPal (PYPL) stake by 50% in Q3 2023, selling an estimated $1.65M and leaving 24,870 shares worth $1.45M. The position accounts for 0.31% of the portfolio, ranked #83.

Madison Wealth Management first reported a position in PYPL in Q4 2019 and has held it in 16 quarters since. The position peaked at $20.5M in Q2 2021. 1,764 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

Madison Wealth Management held 24,870 shares of PayPal worth $1.45M as of Q3 2023.
Madison Wealth Management sold 25,312 PayPal shares in Q3 2023, an estimated $1.65M.
PayPal made up 0.31% of Madison Wealth Management's portfolio in Q3 2023, its #83 holding.
Madison Wealth Management first reported a position in PayPal in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's PayPal position peaked at $20.5M in Q2 2021.
1,764 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.