Leelyn Smith’s Paychex PAYX Stock Holding History

Leelyn Smith’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	–	Sell	-52	Closed	-$5.98K	–	326
2022 Q4	$5.98K	Sell	52 -178	-77%	-$20.8K	﹤0.01%	359
2022 Q3	$26K	Sell	230 -302	-57%	-$37.4K	0.01%	205
2022 Q2	$61K	Hold	532	–	–	0.02%	186
2022 Q1	$73K	Sell	532 -990	-65%	-$122K	0.02%	180
2021 Q4	$208K	Hold	1,522	–	–	0.06%	113
2021 Q3	$171K	Sell	1,522 -379	-20%	-$42.6K	0.05%	115
2021 Q2	$204K	Sell	1,901 -30	-2%	-$3.02K	0.06%	113
2021 Q1	$189K	Buy	1,931 +121	+7%	+$11.1K	0.06%	120
2020 Q4	$169K	Sell	1,810 -240	-12%	-$21.3K	0.05%	122
2020 Q3	$164K	Buy	2,050 +150	+8%	+$11.3K	0.06%	127
2020 Q2	$144K	Hold	1,900	–	–	0.06%	131
2020 Q1	$120K	Buy	1,900 +50	+3%	+$3.99K	0.06%	126
2019 Q4	$158	Buy	+1,850	New	+$156K	0.08%	121

Other funds holding PAYX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

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

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

Bank of New York Mellon

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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