De Burlo Group’s Paychex PAYX Stock Holding History

De Burlo Group’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 Q4	–	Sell	-800	Closed	-$89.8K	–	157
2022 Q3	$89.8K	Buy	+800	New	+$99.1K	0.02%	88
2022 Q2	–	Sell	-800	Closed	-$109K	–	170
2022 Q1	$109K	Buy	+800	New	+$98.2K	0.02%	93

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 $3.38T AUM 44.17% 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

De Burlo Group's PAYX Position: Q4 2022 in Review

De Burlo Group sold out of Paychex (PAYX) in Q4 2022, closing a stake of 800 shares — an estimated $89.8K sold.

De Burlo Group first reported a position in PAYX in Q1 2022 and held it in 2 quarters. The position peaked at $109K in Q1 2022. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

De Burlo Group reported no remaining Paychex position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 800 Paychex shares in Q4 2022, an estimated $89.8K.
De Burlo Group first reported a position in Paychex in Q1 2022 and held it in 2 quarters.
De Burlo Group's Paychex position peaked at $109K in Q1 2022.
1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.