CSWM
PYCR

Cassady Schiller Wealth Management’s Paycor HCM, Inc. Common Stock PYCR Stock Holding History

Cassady Schiller Wealth Management’s Portfolio PYCR Stock Details PYCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$58.7K Hold
3,163
– – 0.02% 196
2024
Q3 		$44.9K Hold
3,163
– – 0.02% 208
2024
Q2 		$40.2K Buy
+3,163
New +$47.3K 0.02% 218

Other funds holding PYCR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassady Schiller Wealth Management's PYCR Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Paycor HCM, Inc. Common Stock (PYCR) position steady in Q4 2024 at 3,163 shares worth $58.7K. The position accounts for 0.02% of the portfolio, ranked #196.

Cassady Schiller Wealth Management first reported a position in PYCR in Q2 2024 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold PYCR as of Q4 2024.

  • Cassady Schiller Wealth Management held 3,163 shares of Paycor HCM, Inc. Common Stock worth $58.7K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Paycor HCM, Inc. Common Stock share count unchanged in Q4 2024.
  • Paycor HCM, Inc. Common Stock made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #196 holding.
  • Cassady Schiller Wealth Management first reported a position in Paycor HCM, Inc. Common Stock in Q2 2024 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Paycor HCM, Inc. Common Stock as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.