Knowledge Leaders Capital’s Paychex PAYX Stock Holding History

Knowledge Leaders 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 Q2	–	Sell	-5,402	Closed	-$619K	–	97
2023 Q1	$619K	Sell	5,402 -6,840	-56%	-$778K	0.82%	49
2022 Q4	$1.41M	Buy	12,242 +5,566	+83%	+$651K	1.87%	8
2022 Q3	$749K	Sell	6,676 -24	-0.4%	-$2.97K	0.96%	38
2022 Q2	$763K	Buy	6,700 +800	+14%	+$100K	0.74%	59
2022 Q1	$805K	Hold	5,900	–	–	0.58%	72
2021 Q4	$805K	Buy	+5,900	New	+$729K	0.59%	79

Other funds holding PAYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Knowledge Leaders Capital's PAYX Position: Q2 2023 in Review

Knowledge Leaders Capital sold out of Paychex (PAYX) in Q2 2023, closing a stake of 5,402 shares — an estimated $619K sold.

Knowledge Leaders Capital first reported a position in PAYX in Q4 2021 and held it in 6 quarters. The position peaked at $1.41M in Q4 2022. 1,416 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

Knowledge Leaders Capital reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 5,402 Paychex shares in Q2 2023, an estimated $619K.
Knowledge Leaders Capital first reported a position in Paychex in Q4 2021 and held it in 6 quarters.
Knowledge Leaders Capital's Paychex position peaked at $1.41M in Q4 2022.
1,416 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Knowledge Leaders Capital's 13F filing for Q2 2023, filed 10 Aug 2023.