Kula Investments’s Paychex PAYX Stock Holding History

Kula Investments’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 Q1	$866K	Buy	7,560 +1,560	+26%	+$177K	0.21%	167
2022 Q4	$693K	Buy	+6,000	New	+$702K	0.2%	129

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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Kula Investments's PAYX Position: Q1 2023 in Review

Kula Investments increased its Paychex (PAYX) stake by 26% in Q1 2023, buying an estimated $177K and bringing the position to 7,560 shares worth $866K. The position accounts for 0.21% of the portfolio, ranked #167.

Kula Investments first reported a position in PAYX in Q4 2022 and has held it in 2 quarters since. 1,429 funds tracked by Wall St. Rank hold PAYX as of Q1 2023.

Kula Investments held 7,560 shares of Paychex worth $866K as of Q1 2023.
Kula Investments bought 1,560 Paychex shares in Q1 2023, an estimated $177K.
Paychex made up 0.21% of Kula Investments's portfolio in Q1 2023, its #167 holding.
Kula Investments first reported a position in Paychex in Q4 2022 and has held it in 2 quarters since.
1,429 funds tracked by Wall St. Rank held Paychex as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.