Lee Capital Holdings’s Paylocity PCTY Stock Holding History

Lee Capital Holdings’s Portfolio PCTY Stock Details PCTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-13,465	Closed	-$1.96M	–	60
2020 Q2	$1.96M	Buy	+13,465	New	+$1.57M	1.8%	22

Other funds holding PCTY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ASP

Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lee Capital Holdings's PCTY Position: Q3 2020 in Review

Lee Capital Holdings sold out of Paylocity (PCTY) in Q3 2020, closing a stake of 13,465 shares — an estimated $1.96M sold.

Lee Capital Holdings first reported a position in PCTY in Q2 2020 and held it in 1 quarter. The position peaked at $1.96M in Q2 2020. 290 funds tracked by Wall St. Rank hold PCTY as of Q3 2020.

Lee Capital Holdings reported no remaining Paylocity position as of Q3 2020 after selling out during the quarter.
Lee Capital Holdings sold 13,465 Paylocity shares in Q3 2020, an estimated $1.96M.
Lee Capital Holdings first reported a position in Paylocity in Q2 2020 and held it in 1 quarter.
Lee Capital Holdings's Paylocity position peaked at $1.96M in Q2 2020.
290 funds tracked by Wall St. Rank held Paylocity as of Q3 2020.

Based on Lee Capital Holdings's 13F filing for Q3 2020, filed 13 Nov 2020.