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Gallagher Fiduciary Advisors’s Paychex PAYX Stock Holding History

Gallagher Fiduciary Advisors’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
2023
Q3 		– Sell
-6,040
Closed -$676K – 205
2023
Q2 		$676K Sell
6,040
-191
-3% -$20.9K 0.05% 99
2023
Q1 		$715K Buy
+6,231
New +$709K 0.06% 99

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gallagher Fiduciary Advisors's PAYX Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of Paychex (PAYX) in Q3 2023, closing a stake of 6,040 shares — an estimated $676K sold.

Gallagher Fiduciary Advisors first reported a position in PAYX in Q1 2023 and held it in 2 quarters. The position peaked at $715K in Q1 2023. 1,442 funds tracked by Wall St. Rank hold PAYX as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining Paychex position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 6,040 Paychex shares in Q3 2023, an estimated $676K.
  • Gallagher Fiduciary Advisors first reported a position in Paychex in Q1 2023 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's Paychex position peaked at $715K in Q1 2023.
  • 1,442 funds tracked by Wall St. Rank held Paychex as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.