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Kaizen Advisory’s Paychex PAYX Stock Holding History

Kaizen Advisory’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
2018
Q4 		$829K Sell
12,721
-2,138
-14% -$145K 0.58% 31
2018
Q3 		$1.09M Sell
14,859
-2,603
-15% -$187K 0.57% 33
2018
Q2 		$1.19M Buy
17,462
+16,230
+1,317% +$1.05M 0.61% 41
2018
Q1 		$75K Sell
1,232
-17,829
-94% -$1.18M 0.07% 152
2017
Q4 		$1.3M Buy
+19,061
New +$1.25M 0.77% 37

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's PAYX Position: Q4 2018 in Review

Kaizen Advisory reduced its Paychex (PAYX) stake by 14% in Q4 2018, selling an estimated $145K and leaving 12,721 shares worth $829K. The position accounts for 0.58% of the portfolio, ranked #31.

Kaizen Advisory first reported a position in PAYX in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.3M in Q4 2017. 1,035 funds tracked by Wall St. Rank hold PAYX as of Q4 2018.

  • Kaizen Advisory held 12,721 shares of Paychex worth $829K as of Q4 2018.
  • Kaizen Advisory sold 2,138 Paychex shares in Q4 2018, an estimated $145K.
  • Paychex made up 0.58% of Kaizen Advisory's portfolio in Q4 2018, its #31 holding.
  • Kaizen Advisory first reported a position in Paychex in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Paychex position peaked at $1.3M in Q4 2017.
  • 1,035 funds tracked by Wall St. Rank held Paychex as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.