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Wendell David Associates’s PayPal PYPL Stock Holding History

Wendell David Associates’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
Q1 		– Sell
-2,860
Closed -$204K – 148
2022
Q4 		$204K Sell
2,860
-250
-8% -$20K 0.03% 143
2022
Q3 		$268K Sell
3,110
-1,813
-37% -$161K 0.04% 125
2022
Q2 		$344K Sell
4,923
-70
-1% -$6.07K 0.04% 122
2022
Q1 		$577K Buy
4,993
+205
+4% +$27.3K 0.06% 108
2021
Q4 		$903K Buy
4,788
+77
+2% +$16.7K 0.09% 97
2021
Q3 		$1.23M Buy
4,711
+95
+2% +$27K 0.14% 82
2021
Q2 		$1.34M Buy
4,616
+250
+6% +$66K 0.15% 82
2021
Q1 		$1.06M Buy
4,366
+53
+1% +$13.4K 0.13% 85
2020
Q4 		$1.01M Buy
4,313
+105
+2% +$21.8K 0.12% 86
2020
Q3 		$829K Hold
4,208
– – 0.11% 92
2020
Q2 		$733K Hold
4,208
– – 0.11% 93
2020
Q1 		$403K Sell
4,208
-306
-7% -$33.8K 0.07% 110
2019
Q4 		$488K Buy
4,514
+694
+18% +$72.3K 0.07% 112
2019
Q3 		$396K Buy
3,820
+1,180
+45% +$130K 0.06% 120
2019
Q2 		$302K Buy
2,640
+89
+3% +$9.86K 0.05% 133
2019
Q1 		$265K Buy
+2,551
New +$241K 0.04% 138

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wendell David Associates's PYPL Position: Q1 2023 in Review

Wendell David Associates sold out of PayPal (PYPL) in Q1 2023, closing a stake of 2,860 shares — an estimated $204K sold.

Wendell David Associates first reported a position in PYPL in Q1 2019 and held it in 16 quarters. The position peaked at $1.34M in Q2 2021. 1,962 funds tracked by Wall St. Rank hold PYPL as of Q1 2023.

  • Wendell David Associates reported no remaining PayPal position as of Q1 2023 after selling out during the quarter.
  • Wendell David Associates sold 2,860 PayPal shares in Q1 2023, an estimated $204K.
  • Wendell David Associates first reported a position in PayPal in Q1 2019 and held it in 16 quarters.
  • Wendell David Associates's PayPal position peaked at $1.34M in Q2 2021.
  • 1,962 funds tracked by Wall St. Rank held PayPal as of Q1 2023.

Based on Wendell David Associates's 13F filing for Q1 2023, filed 19 Apr 2023.