Stamos Capital Partners’s PayPal PYPL Stock Holding History

Stamos Capital Partners’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	-59,140	Closed	-$3.46M	–	129
2023 Q3	$3.46M	Buy	59,140 +17,650	+43%	+$1.15M	0.77%	34
2023 Q2	$2.77M	Buy	+41,490	New	+$2.83M	0.65%	51
2023 Q1	–	Sell	-7,160	Closed	-$510K	–	128
2022 Q4	$510K	Buy	7,160 +210	+3%	+$16.8K	0.16%	95
2022 Q3	$598K	Sell	6,950 -5,850	-46%	-$519K	0.15%	106
2022 Q2	$894K	Buy	12,800 +5,150	+67%	+$447K	0.27%	80
2022 Q1	$885K	Buy	+7,650	New	+$1.02M	0.3%	65
2020 Q4	–	Sell	-3,300	Closed	-$650K	–	68
2020 Q3	$650K	Hold	3,300	–	–	0.24%	49
2020 Q2	$575K	Sell	3,300 -9,353	-74%	-$1.29M	0.33%	39
2020 Q1	$1.21M	Buy	12,653 +8,026	+173%	+$886K	0.64%	50
2019 Q4	$501K	Buy	4,627 +2,140	+86%	+$223K	0.4%	40
2019 Q3	$258K	Sell	2,487 -5,319	-68%	-$586K	0.23%	38
2019 Q2	$898K	Sell	7,806 -2,100	-21%	-$233K	0.9%	33
2019 Q1	$979K	Sell	9,906 -7,894	-44%	-$747K	1.25%	31
2018 Q4	$1.5M	Buy	+17,800	New	+$1.48M	1.13%	32

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

Stamos Capital Partners's PYPL Position: Q4 2023 in Review

Stamos Capital Partners sold out of PayPal (PYPL) in Q4 2023, closing a stake of 59,140 shares — an estimated $3.46M sold.

Stamos Capital Partners first reported a position in PYPL in Q4 2018 and held it in 14 quarters. The position peaked at $3.46M in Q3 2023. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Stamos Capital Partners reported no remaining PayPal position as of Q4 2023 after selling out during the quarter.
Stamos Capital Partners sold 59,140 PayPal shares in Q4 2023, an estimated $3.46M.
Stamos Capital Partners first reported a position in PayPal in Q4 2018 and held it in 14 quarters.
Stamos Capital Partners's PayPal position peaked at $3.46M in Q3 2023.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Stamos Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.