MFG
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Monte Financial Group’s PayPal PYPL Stock Holding History

Monte Financial Group’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
Q4 		– Sell
-11,392
Closed -$666K – 84
2023
Q3 		$666K Buy
11,392
+593
+5% +$38.6K 0.34% 65
2023
Q2 		$721K Buy
10,799
+748
+7% +$51K 0.35% 64
2023
Q1 		$763K Buy
10,051
+985
+11% +$75.9K 0.4% 56
2022
Q4 		$646K Buy
9,066
+1,664
+22% +$133K 0.33% 60
2022
Q3 		$637K Sell
7,402
-1,789
-19% -$159K 0.39% 52
2022
Q2 		$642K Buy
9,191
+1,459
+19% +$127K 0.37% 48
2022
Q1 		$894K Buy
7,732
+3,747
+94% +$499K 0.48% 41
2021
Q4 		$751K Buy
+3,985
New +$862K 0.4% 49
2019
Q3 		– Sell
-3,166
Closed -$362K – 71
2019
Q2 		$362K Sell
3,166
-395
-11% -$43.8K 0.31% 57
2019
Q1 		$370K Sell
3,561
-58
-2% -$5.49K 0.32% 52
2018
Q4 		$304K Sell
3,619
-453
-11% -$37.7K 0.32% 52
2018
Q3 		$358K Buy
4,072
+689
+20% +$60.7K 0.33% 48
2018
Q2 		$282K Buy
3,383
+337
+11% +$26.9K 0.29% 56
2018
Q1 		$231K Buy
+3,046
New +$242K 0.24% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Monte Financial Group's PYPL Position: Q4 2023 in Review

Monte Financial Group sold out of PayPal (PYPL) in Q4 2023, closing a stake of 11,392 shares — an estimated $666K sold.

Monte Financial Group first reported a position in PYPL in Q1 2018 and held it in 14 quarters. The position peaked at $894K in Q1 2022. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

  • Monte Financial Group reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
  • Monte Financial Group sold 11,392 PayPal shares in Q4 2023, an estimated $666K.
  • Monte Financial Group first reported a position in PayPal in Q1 2018 and held it in 14 quarters.
  • Monte Financial Group's PayPal position peaked at $894K in Q1 2022.
  • 1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Monte Financial Group's 13F filing for Q4 2023, filed 22 Jan 2024.