Pinion Investment Advisors’s PayPal PYPL Stock Holding History

Pinion Investment Advisors’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	-5,011	Closed	-$334K	–	165
2023 Q2	$334K	Buy	5,011 +1,019	+26%	+$69.5K	0.23%	113
2023 Q1	$303K	Buy	+3,992	New	+$307K	0.28%	98
2022 Q4	–	Sell	-5,445	Closed	-$469K	–	154
2022 Q3	$469K	Buy	5,445 +438	+9%	+$38.8K	0.41%	75
2022 Q2	$350K	Buy	5,007 +63	+1%	+$5.46K	0.29%	114
2022 Q1	$572K	Buy	4,944 +2,643	+115%	+$352K	0.4%	80
2021 Q4	$434K	Buy	2,301 +341	+17%	+$73.8K	0.29%	101
2021 Q3	$510K	Buy	1,960 +22	+1%	+$6.24K	0.41%	78
2021 Q2	$565K	Buy	1,938 +59	+3%	+$15.6K	0.45%	75
2021 Q1	$456K	Buy	1,879 +193	+11%	+$48.7K	0.42%	89
2020 Q4	$395K	Buy	1,686 +412	+32%	+$85.4K	0.42%	79
2020 Q3	$222K	Hold	1,274	–	–	0.34%	103
2020 Q2	$222K	Buy	+1,274	New	+$176K	0.34%	103

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

Pinion Investment Advisors's PYPL Position: Q3 2023 in Review

Pinion Investment Advisors sold out of PayPal (PYPL) in Q3 2023, closing a stake of 5,011 shares — an estimated $334K sold.

Pinion Investment Advisors first reported a position in PYPL in Q2 2020 and held it in 12 quarters. The position peaked at $572K in Q1 2022. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

Pinion Investment Advisors reported no remaining PayPal position as of Q3 2023 after selling out during the quarter.
Pinion Investment Advisors sold 5,011 PayPal shares in Q3 2023, an estimated $334K.
Pinion Investment Advisors first reported a position in PayPal in Q2 2020 and held it in 12 quarters.
Pinion Investment Advisors's PayPal position peaked at $572K in Q1 2022.
1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Pinion Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.