Gideon Capital Advisors’s Paychex PAYX Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-30,611	Closed	-$2.6M	–	155
2019 Q4	$2.6M	Buy	+30,611	New	+$2.58M	0.9%	16
2019 Q2	–	Sell	-7,145	Closed	-$573K	–	389
2019 Q1	$573K	Buy	7,145 +724	+11%	+$53.4K	0.2%	143
2018 Q4	$418K	Sell	6,421 -10,699	-62%	-$725K	0.17%	187
2018 Q3	$1.26M	Buy	+17,120	New	+$1.23M	0.59%	31
2018 Q1	–	Sell	-11,439	Closed	-$779K	–	435
2017 Q4	$779K	Buy	+11,439	New	+$751K	0.69%	22
2017 Q3	–	Sell	-6,148	Closed	-$350K	–	354
2017 Q2	$350K	Buy	6,148 +1,706	+38%	+$100K	0.39%	107
2017 Q1	$262K	Buy	+4,442	New	+$270K	0.16%	292
2016 Q4	–	Sell	-5,362	Closed	-$310K	–	458
2016 Q3	$310K	Buy	+5,362	New	+$322K	0.19%	136
2015 Q3	–	Sell	-8,028	Closed	-$376K	–	300
2015 Q2	$376K	Buy	+8,028	New	+$393K	0.16%	173
2015 Q1	–	Sell	-5,933	Closed	-$274K	–	285
2014 Q4	$274K	Buy	+5,933	New	+$274K	0.13%	175

Other funds holding PAYX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gideon Capital Advisors's PAYX Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Paychex (PAYX) in Q1 2020, closing a stake of 30,611 shares — an estimated $2.6M sold.

Gideon Capital Advisors first reported a position in PAYX in Q4 2014 and held it in 10 quarters. The position peaked at $2.6M in Q4 2019. 1,075 funds tracked by Wall St. Rank hold PAYX as of Q1 2020.

Gideon Capital Advisors reported no remaining Paychex position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 30,611 Paychex shares in Q1 2020, an estimated $2.6M.
Gideon Capital Advisors first reported a position in Paychex in Q4 2014 and held it in 10 quarters.
Gideon Capital Advisors's Paychex position peaked at $2.6M in Q4 2019.
1,075 funds tracked by Wall St. Rank held Paychex as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.