DGAM
PCTY icon

Desjardins Global Asset Management’s Paylocity PCTY Stock Holding History

Desjardins Global Asset Management’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$39.1K Buy
237
+4
+2% +$673 ﹤0.01% 557
2023
Q3 		$42.3K Buy
+233
New +$46.8K ﹤0.01% 554

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Desjardins Global Asset Management's PCTY Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Paylocity (PCTY) stake by 1.7% in Q4 2023, buying an estimated $673 and bringing the position to 237 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Desjardins Global Asset Management first reported a position in PCTY in Q3 2023 and has held it in 2 quarters since. The position peaked at $42.3K in Q3 2023. 435 funds tracked by Wall St. Rank hold PCTY as of Q4 2023.

  • Desjardins Global Asset Management held 237 shares of Paylocity worth $39.1K as of Q4 2023.
  • Desjardins Global Asset Management bought 4 Paylocity shares in Q4 2023, an estimated $673.
  • Paylocity made up ﹤0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #557 holding.
  • Desjardins Global Asset Management first reported a position in Paylocity in Q3 2023 and has held it in 2 quarters since.
  • Desjardins Global Asset Management's Paylocity position peaked at $42.3K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Paylocity as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.