Trivest Advisors’s PayPal PYPL Stock Holding History

Trivest 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
2024 Q4	–	Sell	-80,000	Closed	-$6.24M	–	53
2024 Q3	$6.24M	Buy	+80,000	New	+$5.35M	0.35%	25
2022 Q2	–	Sell	-20,000	Closed	-$2.31M	–	31
2022 Q1	$2.31M	Buy	+20,000	New	+$2.66M	0.39%	12

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

Trivest Advisors's PYPL Position: Q4 2024 in Review

Trivest Advisors sold out of PayPal (PYPL) in Q4 2024, closing a stake of 80,000 shares — an estimated $6.24M sold.

Trivest Advisors first reported a position in PYPL in Q1 2022 and held it in 2 quarters. The position peaked at $6.24M in Q3 2024. 2,008 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

Trivest Advisors reported no remaining PayPal position as of Q4 2024 after selling out during the quarter.
Trivest Advisors sold 80,000 PayPal shares in Q4 2024, an estimated $6.24M.
Trivest Advisors first reported a position in PayPal in Q1 2022 and held it in 2 quarters.
Trivest Advisors's PayPal position peaked at $6.24M in Q3 2024.
2,008 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on Trivest Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.