Advisory Research’s Paychex PAYX Stock Holding History

Advisory Research’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-29,407	Closed	-$1.85M	–	336
2020 Q1	$1.85M	Sell	29,407 -2,444	-8%	-$195K	0.13%	93
2019 Q4	$2.71M	Buy	+31,851	New	+$2.69M	0.12%	101
2014 Q2	–	Sell	-2,356	Closed	-$100K	–	579
2014 Q1	$100K	Buy	+2,356	New	+$100K	﹤0.01%	343

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Advisory Research's PAYX Position: Q2 2020 in Review

Advisory Research sold out of Paychex (PAYX) in Q2 2020, closing a stake of 29,407 shares — an estimated $1.85M sold.

Advisory Research first reported a position in PAYX in Q1 2014 and held it in 3 quarters. The position peaked at $2.71M in Q4 2019. 1,095 funds tracked by Wall St. Rank hold PAYX as of Q2 2020.

Advisory Research reported no remaining Paychex position as of Q2 2020 after selling out during the quarter.
Advisory Research sold 29,407 Paychex shares in Q2 2020, an estimated $1.85M.
Advisory Research first reported a position in Paychex in Q1 2014 and held it in 3 quarters.
Advisory Research's Paychex position peaked at $2.71M in Q4 2019.
1,095 funds tracked by Wall St. Rank held Paychex as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.