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PYPL icon

Surevest’s PayPal PYPL Stock Holding History

Surevest’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
Q3 		$1.16M Buy
13,502
+1,149
+9% +$102K 0.32% 82
2022
Q2 		$863K Buy
12,353
+2,060
+20% +$179K 0.23% 93
2022
Q1 		$1.19M Sell
10,293
-702
-6% -$93.4K 0.29% 85
2021
Q4 		$2.07M Sell
10,995
-10,622
-49% -$2.3M 0.49% 68
2021
Q3 		$5.63M Buy
21,617
+1,209
+6% +$343K 1.42% 17
2021
Q2 		$5.95M Buy
20,408
+3,949
+24% +$1.04M 1.55% 15
2021
Q1 		$4M Buy
+16,459
New +$4.16M 1.21% 55

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's PYPL Position: Q3 2022 in Review

Surevest increased its PayPal (PYPL) stake by 9.3% in Q3 2022, buying an estimated $102K and bringing the position to 13,502 shares worth $1.16M. The position accounts for 0.32% of the portfolio, ranked #82.

Surevest first reported a position in PYPL in Q1 2021 and has held it in 7 quarters since. The position peaked at $5.95M in Q2 2021. 2,118 funds tracked by Wall St. Rank hold PYPL as of Q3 2022.

  • Surevest held 13,502 shares of PayPal worth $1.16M as of Q3 2022.
  • Surevest bought 1,149 PayPal shares in Q3 2022, an estimated $102K.
  • PayPal made up 0.32% of Surevest's portfolio in Q3 2022, its #82 holding.
  • Surevest first reported a position in PayPal in Q1 2021 and has held it in 7 quarters since.
  • Surevest's PayPal position peaked at $5.95M in Q2 2021.
  • 2,118 funds tracked by Wall St. Rank held PayPal as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.