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Harel Insurance Investments & Financial Services’s Paychex PAYX Stock Holding History

Harel Insurance Investments & Financial Services’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
2024
Q1 		– Sell
-75
Closed -$9K – 609
2023
Q4 		$9K Sell
75
-75
-50% -$8.89K ﹤0.01% 549
2023
Q3 		$18K Hold
150
– – ﹤0.01% 559
2023
Q2 		$16K Sell
150
-1,000
-87% -$109K ﹤0.01% 592
2023
Q1 		$131K Buy
1,150
+200
+21% +$22.8K ﹤0.01% 377
2022
Q4 		$110K Sell
950
-17,866
-95% -$2.09M ﹤0.01% 347
2022
Q3 		$2.13M Buy
18,816
+18,066
+2,409% +$2.24M 0.05% 130
2022
Q2 		$85K Sell
750
-2,202
-75% -$277K ﹤0.01% 429
2022
Q1 		$403K Sell
2,952
-3,632
-55% -$446K 0.01% 280
2021
Q4 		$897K Buy
6,584
+5,446
+479% +$673K 0.02% 180
2021
Q3 		$128K Buy
1,138
+423
+59% +$47.5K ﹤0.01% 429
2021
Q2 		$250K Buy
+715
New +$71.9K 0.01% 565
2020
Q3 		– Sell
-1,252
Closed -$95K – 688
2020
Q2 		$95K Buy
+1,252
New +$86.8K ﹤0.01% 334
2019
Q4 		– Sell
-3,450
Closed -$286K – 538
2019
Q3 		$286K Buy
+3,450
New +$287K 0.02% 159
2016
Q3 		– Sell
-560
Closed -$33K – 615
2016
Q2 		$33K Buy
+560
New +$30K ﹤0.01% 397

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PAYX Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Paychex (PAYX) in Q1 2024, closing a stake of 75 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in PAYX in Q2 2016 and held it in 14 quarters. The position peaked at $2.13M in Q3 2022. 1,529 funds tracked by Wall St. Rank hold PAYX as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Paychex position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 75 Paychex shares in Q1 2024, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in Paychex in Q2 2016 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's Paychex position peaked at $2.13M in Q3 2022.
  • 1,529 funds tracked by Wall St. Rank held Paychex as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.