Shepherd Kaplan Krochuk’s PayPal PYPL Stock Holding History

Shepherd Kaplan Krochuk’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
2022 Q4	–	Sell	-4,200	Closed	-$361K	–	123
2022 Q3	$361K	Hold	4,200	–	–	0.18%	89
2022 Q2	$293K	Buy	4,200 +300	+8%	+$26K	0.13%	127
2022 Q1	$451K	Sell	3,900 -510	-12%	-$67.9K	0.17%	104
2021 Q4	$832K	Buy	4,410 +792	+22%	+$171K	0.3%	59
2021 Q3	$941K	Hold	3,618	–	–	0.35%	49
2021 Q2	$1.05M	Sell	3,618 -400	-10%	-$106K	0.38%	51
2021 Q1	$976K	Sell	4,018 -682	-15%	-$172K	0.38%	44
2020 Q4	$1.1M	Sell	4,700 -100	-2%	-$20.7K	0.41%	41
2020 Q3	$946K	Hold	4,800	–	–	0.39%	39
2020 Q2	$836K	Hold	4,800	–	–	0.37%	45
2020 Q1	$460K	Sell	4,800 -1,169	-20%	-$129K	0.74%	40
2019 Q4	$646K	Hold	5,969	–	–	0.49%	60
2019 Q3	$618K	Hold	5,969	–	–	0.45%	65
2019 Q2	$683K	Hold	5,969	–	–	0.48%	58
2019 Q1	$620K	Hold	5,969	–	–	0.39%	73
2018 Q4	$502K	Hold	5,969	–	–	0.34%	85
2018 Q3	$524K	Hold	5,969	–	–	0.27%	101
2018 Q2	$497K	Hold	5,969	–	–	0.3%	100
2018 Q1	$453K	Hold	5,969	–	–	0.28%	111
2017 Q4	$439K	Hold	5,969	–	–	0.27%	105
2017 Q3	$382K	Hold	5,969	–	–	0.32%	94
2017 Q2	$320K	Hold	5,969	–	–	0.19%	124
2017 Q1	$257K	Hold	5,969	–	–	0.13%	143
2016 Q4	$236K	Sell	5,969 -1,570	-21%	-$63.1K	0.07%	154
2016 Q3	$309K	Hold	7,539	–	–	0.06%	197
2016 Q2	$275K	Sell	7,539 -661	-8%	-$25.3K	0.07%	201
2016 Q1	$317K	Buy	+8,200	New	+$296K	0.1%	157

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Shepherd Kaplan Krochuk's PYPL Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of PayPal (PYPL) in Q4 2022, closing a stake of 4,200 shares — an estimated $361K sold.

Shepherd Kaplan Krochuk first reported a position in PYPL in Q1 2016 and held it in 27 quarters. The position peaked at $1.1M in Q4 2020. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2022.

Shepherd Kaplan Krochuk reported no remaining PayPal position as of Q4 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 4,200 PayPal shares in Q4 2022, an estimated $361K.
Shepherd Kaplan Krochuk first reported a position in PayPal in Q1 2016 and held it in 27 quarters.
Shepherd Kaplan Krochuk's PayPal position peaked at $1.1M in Q4 2020.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.