Kiwi Wealth Investments Limited Partnership’s Paychex PAYX Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2022 Q4	–	Sell	-7,321	Closed	-$834K	–	250
2022 Q3	$834K	Hold	7,321	–	–	0.06%	176
2022 Q2	$834K	Sell	7,321 -20,529	-74%	-$2.58M	0.06%	176
2022 Q1	$3.8M	Hold	27,850	–	–	0.21%	129
2021 Q4	$3.8M	Buy	+27,850	New	+$3.44M	0.18%	130
2021 Q2	–	Sell	-16,655	Closed	-$1.63M	–	272
2021 Q1	$1.63M	Sell	16,655 -34,468	-67%	-$3.17M	0.09%	164
2020 Q4	$4.76M	Hold	51,123	–	–	0.28%	107
2020 Q3	$4.08M	Buy	+51,123	New	+$3.84M	0.29%	99

Other funds holding PAYX

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Kiwi Wealth Investments Limited Partnership's PAYX Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Paychex (PAYX) in Q4 2022, closing a stake of 7,321 shares — an estimated $834K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in PAYX in Q3 2020 and held it in 7 quarters. The position peaked at $4.76M in Q4 2020. 1,446 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Paychex position as of Q4 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 7,321 Paychex shares in Q4 2022, an estimated $834K.
Kiwi Wealth Investments Limited Partnership first reported a position in Paychex in Q3 2020 and held it in 7 quarters.
Kiwi Wealth Investments Limited Partnership's Paychex position peaked at $4.76M in Q4 2020.
1,446 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.