Sugarloaf Wealth Management’s PayPal PYPL Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$30K	Buy	351 +272	+344%	+$22.9K	0.01%	357
2024 Q3	$6.16K	Hold	79	–	–	﹤0.01%	545
2024 Q2	$4.58K	Hold	79	–	–	﹤0.01%	537
2024 Q1	$5.29K	Hold	79	–	–	﹤0.01%	536
2023 Q4	$4.85K	Hold	79	–	–	﹤0.01%	549
2023 Q3	$4.62K	Hold	79	–	–	﹤0.01%	544
2023 Q2	$5.27K	Hold	79	–	–	﹤0.01%	545
2023 Q1	$6K	Sell	79 -265	-77%	-$20.4K	﹤0.01%	534
2022 Q4	$24.5K	Hold	344	–	–	0.01%	379
2022 Q3	$30K	Hold	344	–	–	0.01%	368
2022 Q2	$24K	Hold	344	–	–	0.01%	394
2022 Q1	$40K	Sell	344 -237	-41%	-$31.5K	0.01%	311
2021 Q4	$110K	Buy	581 +224	+63%	+$48.5K	0.03%	188
2021 Q3	$93K	Buy	357 +55	+18%	+$15.6K	0.02%	203
2021 Q2	$88K	Buy	302 +27	+10%	+$7.13K	0.02%	204
2021 Q1	$67	Sell	275 -3	-1%	-$758	0.02%	239
2020 Q4	$65K	Buy	278 +12	+5%	+$2.49K	0.02%	224
2020 Q3	$52K	Hold	266	–	–	0.02%	233
2020 Q2	$46K	Hold	266	–	–	0.02%	248
2020 Q1	$25K	Hold	266	–	–	0.01%	300
2019 Q4	$29K	Buy	+266	New	+$27.7K	0.01%	313

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's PYPL Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its PayPal (PYPL) stake by 344% in Q4 2024, buying an estimated $22.9K and bringing the position to 351 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #357.

Sugarloaf Wealth Management first reported a position in PYPL in Q4 2019 and has held it in 21 quarters since. The position peaked at $110K in Q4 2021. 2,008 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

Sugarloaf Wealth Management held 351 shares of PayPal worth $30K as of Q4 2024.
Sugarloaf Wealth Management bought 272 PayPal shares in Q4 2024, an estimated $22.9K.
PayPal made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #357 holding.
Sugarloaf Wealth Management first reported a position in PayPal in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's PayPal position peaked at $110K in Q4 2021.
2,008 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.