Ground Swell Capital’s Paychex PAYX Stock Holding History

Ground Swell Capital’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	-2,286	Closed	-$256K	–	105
2023 Q2	$256K	Buy	+2,286	New	+$250K	0.62%	16
2021 Q2	–	Sell	-2,687	Closed	-$263K	–	135
2021 Q1	$263K	Buy	+2,687	New	+$247K	0.85%	37
2014 Q3	$24K	Buy	552 +190	+52%	+$7.99K	0.05%	455
2014 Q2	$15K	Buy	+362	New	+$14.9K	0.03%	537

Other funds holding PAYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ground Swell Capital's PAYX Position: Q3 2023 in Review

Ground Swell Capital sold out of Paychex (PAYX) in Q3 2023, closing a stake of 2,286 shares — an estimated $256K sold.

Ground Swell Capital first reported a position in PAYX in Q2 2014 and held it in 4 quarters. The position peaked at $263K in Q1 2021. 1,443 funds tracked by Wall St. Rank hold PAYX as of Q3 2023.

Ground Swell Capital reported no remaining Paychex position as of Q3 2023 after selling out during the quarter.
Ground Swell Capital sold 2,286 Paychex shares in Q3 2023, an estimated $256K.
Ground Swell Capital first reported a position in Paychex in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's Paychex position peaked at $263K in Q1 2021.
1,443 funds tracked by Wall St. Rank held Paychex as of Q3 2023.

Based on Ground Swell Capital's 13F filing for Q3 2023, filed 13 Nov 2023.