Gilbert & Cook’s Paychex PAYX Stock Holding History

Gilbert & Cook’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 Q1	–	Sell	-2,871	Closed	-$332K	–	218
2022 Q4	$332K	Buy	2,871 +15	+0.5%	+$1.75K	0.06%	157
2022 Q3	$327K	Sell	2,856 -185	-6%	-$22.9K	0.07%	149
2022 Q2	$346K	Buy	+3,041	New	+$382K	0.06%	140

Other funds holding PAYX

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Gilbert & Cook's PAYX Position: Q1 2023 in Review

Gilbert & Cook sold out of Paychex (PAYX) in Q1 2023, closing a stake of 2,871 shares — an estimated $332K sold.

Gilbert & Cook first reported a position in PAYX in Q2 2022 and held it in 3 quarters. The position peaked at $346K in Q2 2022. 1,429 funds tracked by Wall St. Rank hold PAYX as of Q1 2023.

Gilbert & Cook reported no remaining Paychex position as of Q1 2023 after selling out during the quarter.
Gilbert & Cook sold 2,871 Paychex shares in Q1 2023, an estimated $332K.
Gilbert & Cook first reported a position in Paychex in Q2 2022 and held it in 3 quarters.
Gilbert & Cook's Paychex position peaked at $346K in Q2 2022.
1,429 funds tracked by Wall St. Rank held Paychex as of Q1 2023.

Based on Gilbert & Cook's 13F filing for Q1 2023, filed 5 May 2023.