DI
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Disciplined Investments’s Paylocity PCTY Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-3
Closed -$554 – 1140
2023
Q2 		$554 Hold
3
– – ﹤0.01% 1191
2023
Q1 		$596 Hold
3
– – ﹤0.01% 1174
2022
Q4 		$583 Sell
3
-2
-40% -$430 ﹤0.01% 1133
2022
Q3 		$1K Sell
5
-1
-17% -$230 ﹤0.01% 1030
2022
Q2 		$1K Buy
6
+2
+50% +$365 ﹤0.01% 1059
2022
Q1 		$1K Buy
+4
New +$810 ﹤0.01% 1121

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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Disciplined Investments's PCTY Position: Q3 2023 in Review

Disciplined Investments sold out of Paylocity (PCTY) in Q3 2023, closing a stake of 3 shares — an estimated $554 sold.

Disciplined Investments first reported a position in PCTY in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 445 funds tracked by Wall St. Rank hold PCTY as of Q3 2023.

  • Disciplined Investments reported no remaining Paylocity position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Paylocity shares in Q3 2023, an estimated $554.
  • Disciplined Investments first reported a position in Paylocity in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Paylocity position peaked at $1K in Q3 2022.
  • 445 funds tracked by Wall St. Rank held Paylocity as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.