Steward Financial Group’s PayPal PYPL Stock Holding History

Steward 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 Q3	$6K	Sell	110 -297	-73%	-$19.3K	﹤0.01%	561
2023 Q2	$27K	Sell	407 -167	-29%	-$11.4K	0.01%	206
2023 Q1	$43K	Sell	574 -3	-0.5%	-$231	0.01%	93
2022 Q4	$41K	Buy	+577	New	+$46.2K	0.02%	81
2022 Q3	–	Sell	-451	Closed	-$31K	–	1023
2022 Q2	$31K	Sell	451 -115	-20%	-$9.98K	0.03%	134
2022 Q1	$65K	Buy	566 +126	+29%	+$16.8K	0.06%	69
2021 Q4	$82K	Buy	+440	New	+$95.2K	0.08%	51

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

Steward Financial Group's PYPL Position: Q3 2023 in Review

Steward Financial Group reduced its PayPal (PYPL) stake by 73% in Q3 2023, selling an estimated $19.3K and leaving 110 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Steward Financial Group first reported a position in PYPL in Q4 2021 and has held it in 7 quarters since. The position peaked at $82K in Q4 2021. 1,763 funds tracked by Wall St. Rank hold PYPL as of Q3 2023.

Steward Financial Group held 110 shares of PayPal worth $6K as of Q3 2023.
Steward Financial Group sold 297 PayPal shares in Q3 2023, an estimated $19.3K.
PayPal made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #561 holding.
Steward Financial Group first reported a position in PayPal in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's PayPal position peaked at $82K in Q4 2021.
1,763 funds tracked by Wall St. Rank held PayPal as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.