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Fulcrum Equity Management’s Paychex PAYX Stock Holding History

Fulcrum Equity Management’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
2020
Q3 		– Sell
-3,294
Closed -$250K – 165
2020
Q2 		$250K Buy
+3,294
New +$228K 0.12% 121
2020
Q1 		– Sell
-3,280
Closed -$279K – 80
2019
Q4 		$279K Buy
3,280
+29
+0.9% +$2.45K 0.15% 83
2019
Q3 		$269K Buy
3,251
+145
+5% +$12.1K 0.14% 77
2019
Q2 		$260K Buy
+3,106
New +$262K 0.12% 77

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fulcrum Equity Management's PAYX Position: Q3 2020 in Review

Fulcrum Equity Management sold out of Paychex (PAYX) in Q3 2020, closing a stake of 3,294 shares — an estimated $250K sold.

Fulcrum Equity Management first reported a position in PAYX in Q2 2019 and held it in 4 quarters. The position peaked at $279K in Q4 2019. 1,108 funds tracked by Wall St. Rank hold PAYX as of Q3 2020.

  • Fulcrum Equity Management reported no remaining Paychex position as of Q3 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,294 Paychex shares in Q3 2020, an estimated $250K.
  • Fulcrum Equity Management first reported a position in Paychex in Q2 2019 and held it in 4 quarters.
  • Fulcrum Equity Management's Paychex position peaked at $279K in Q4 2019.
  • 1,108 funds tracked by Wall St. Rank held Paychex as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.