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Lehman Financial Resources’s Paychex PAYX Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-364
Closed -$17K – 257
2015
Q3 		$17K Buy
364
+64
+21% +$2.98K 0.01% 265
2015
Q2 		$14K Hold
300
– – 0.01% 284
2015
Q1 		$15K Hold
300
– – 0.01% 279
2014
Q4 		$14K Hold
300
– – 0.01% 272
2014
Q3 		$13K Sell
300
-100
-25% -$4.2K 0.01% 280
2014
Q2 		$17K Hold
400
– – 0.01% 248
2014
Q1 		$17K Hold
400
– – 0.01% 243
2013
Q4 		$18K Hold
400
– – 0.01% 227
2013
Q3 		$16K Buy
400
+100
+33% +$3.95K 0.01% 226
2013
Q2 		$11K Buy
+300
New +$11K 0.01% 222

Other funds holding PAYX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lehman Financial Resources's PAYX Position: Q4 2015 in Review

Lehman Financial Resources sold out of Paychex (PAYX) in Q4 2015, closing a stake of 364 shares — an estimated $17K sold.

Lehman Financial Resources first reported a position in PAYX in Q2 2013 and held it in 10 quarters. The position peaked at $18K in Q4 2013. 821 funds tracked by Wall St. Rank hold PAYX as of Q4 2015.

  • Lehman Financial Resources reported no remaining Paychex position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 364 Paychex shares in Q4 2015, an estimated $17K.
  • Lehman Financial Resources first reported a position in Paychex in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Paychex position peaked at $18K in Q4 2013.
  • 821 funds tracked by Wall St. Rank held Paychex as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.