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Karp Capital Management’s Paychex PAYX Stock Holding History

Karp Capital Management’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
2017
Q1 		– Sell
-33,799
Closed -$2.06M – 87
2016
Q4 		$2.06M Sell
33,799
-294
-0.9% -$16.9K 1.36% 36
2016
Q3 		$1.97M Sell
34,093
-1,854
-5% -$111K 1.26% 37
2016
Q2 		$2.14M Buy
35,947
+1,498
+4% +$80.3K 1.42% 33
2016
Q1 		$1.86M Sell
34,449
-9,846
-22% -$496K 1.28% 39
2015
Q4 		$2.34M Buy
44,295
+31,070
+235% +$1.62M 1.36% 32
2015
Q3 		$630K Buy
13,225
+1,700
+15% +$79.3K 0.43% 61
2015
Q2 		$540K Buy
11,525
+2,400
+26% +$117K 0.36% 64
2015
Q1 		$453K Hold
9,125
– – 0.31% 66
2014
Q4 		$421K Buy
+9,125
New +$421K 0.31% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Karp Capital Management's PAYX Position: Q1 2017 in Review

Karp Capital Management sold out of Paychex (PAYX) in Q1 2017, closing a stake of 33,799 shares — an estimated $2.06M sold.

Karp Capital Management first reported a position in PAYX in Q4 2014 and held it in 9 quarters. The position peaked at $2.34M in Q4 2015. 876 funds tracked by Wall St. Rank hold PAYX as of Q1 2017.

  • Karp Capital Management reported no remaining Paychex position as of Q1 2017 after selling out during the quarter.
  • Karp Capital Management sold 33,799 Paychex shares in Q1 2017, an estimated $2.06M.
  • Karp Capital Management first reported a position in Paychex in Q4 2014 and held it in 9 quarters.
  • Karp Capital Management's Paychex position peaked at $2.34M in Q4 2015.
  • 876 funds tracked by Wall St. Rank held Paychex as of Q1 2017.

Based on Karp Capital Management's 13F filing for Q1 2017, filed 5 May 2017.