Convergence Investment Partners’s Paychex PAYX Stock Holding History

Convergence Investment Partners’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
2022 Q1	–	Sell	-2,448	Closed	-$334K	–	247
2021 Q4	$334K	Buy	+2,448	New	+$303K	0.17%	132
2018 Q2	–	Sell	-1,108	Closed	-$68K	–	721
2018 Q1	$68K	Buy	+1,108	New	+$73.2K	0.01%	396
2016 Q3	–	Sell	-71,070	Closed	-$4.23M	–	375
2016 Q2	$4.23M	Sell	71,070 -9,070	-11%	-$486K	0.58%	44
2016 Q1	$4.33M	Sell	80,140 -22,652	-22%	-$1.14M	0.52%	58
2015 Q4	$5.44M	Sell	102,792 -31,710	-24%	-$1.66M	0.61%	32
2015 Q3	$6.41M	Buy	134,502 +89,390	+198%	+$4.17M	0.74%	17
2015 Q2	$2.12M	Buy	45,112 +4,171	+10%	+$204K	0.21%	163
2015 Q1	$2.03M	Buy	+40,941	New	+$1.99M	0.28%	127

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Convergence Investment Partners's PAYX Position: Q1 2022 in Review

Convergence Investment Partners sold out of Paychex (PAYX) in Q1 2022, closing a stake of 2,448 shares — an estimated $334K sold.

Convergence Investment Partners first reported a position in PAYX in Q1 2015 and held it in 8 quarters. The position peaked at $6.41M in Q3 2015. 1,438 funds tracked by Wall St. Rank hold PAYX as of Q1 2022.

Convergence Investment Partners reported no remaining Paychex position as of Q1 2022 after selling out during the quarter.
Convergence Investment Partners sold 2,448 Paychex shares in Q1 2022, an estimated $334K.
Convergence Investment Partners first reported a position in Paychex in Q1 2015 and held it in 8 quarters.
Convergence Investment Partners's Paychex position peaked at $6.41M in Q3 2015.
1,438 funds tracked by Wall St. Rank held Paychex as of Q1 2022.

Based on Convergence Investment Partners's 13F filing for Q1 2022, filed 26 Apr 2022.