SS&H Financial Advisors’s PayPal PYPL Stock Holding History

SS&H Financial 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 Q4	–	Sell	-4,375	Closed	-$256K	–	119
2023 Q3	$256K	Buy	+4,375	New	+$285K	0.12%	109
2023 Q1	$363K	Sell	4,775 -650	-12%	-$50.1K	0.17%	103
2022 Q4	$386K	Sell	5,425 -250	-4%	-$20K	0.18%	97
2022 Q3	$488K	Sell	5,675 -650	-10%	-$57.6K	0.25%	79
2022 Q2	$442K	Sell	6,325 -74	-1%	-$6.42K	0.2%	92
2022 Q1	$740K	Buy	+6,399	New	+$852K	0.29%	78

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

SS&H Financial Advisors's PYPL Position: Q4 2023 in Review

SS&H Financial Advisors sold out of PayPal (PYPL) in Q4 2023, closing a stake of 4,375 shares — an estimated $256K sold.

SS&H Financial Advisors first reported a position in PYPL in Q1 2022 and held it in 6 quarters. The position peaked at $740K in Q1 2022. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

SS&H Financial Advisors reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
SS&H Financial Advisors sold 4,375 PayPal shares in Q4 2023, an estimated $256K.
SS&H Financial Advisors first reported a position in PayPal in Q1 2022 and held it in 6 quarters.
SS&H Financial Advisors's PayPal position peaked at $740K in Q1 2022.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on SS&H Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.