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LifePlan Financial Group’s Paychex PAYX Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$4K Hold
50
– – ﹤0.01% 499
2020
Q2 		$4K Hold
50
– – ﹤0.01% 501
2020
Q1 		$3K Hold
50
– – ﹤0.01% 497
2019
Q4 		$4K Hold
50
– – ﹤0.01% 484
2019
Q3 		$4K Hold
50
– – ﹤0.01% 481
2019
Q2 		$4K Hold
50
– – ﹤0.01% 478
2019
Q1 		$4K Hold
50
– – ﹤0.01% 479
2018
Q4 		$3K Hold
50
– – ﹤0.01% 481
2018
Q3 		$4K Hold
50
– – ﹤0.01% 463
2018
Q2 		$3K Hold
50
– – ﹤0.01% 468
2018
Q1 		$3K Buy
+50
New +$3.3K ﹤0.01% 454

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

LifePlan Financial Group's PAYX Position: Q3 2020 in Review

LifePlan Financial Group held its Paychex (PAYX) position steady in Q3 2020 at 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

LifePlan Financial Group first reported a position in PAYX in Q1 2018 and has held it in 11 quarters since. 1,108 funds tracked by Wall St. Rank hold PAYX as of Q3 2020.

  • LifePlan Financial Group held 50 shares of Paychex worth $4K as of Q3 2020.
  • LifePlan Financial Group left its Paychex share count unchanged in Q3 2020.
  • Paychex made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #499 holding.
  • LifePlan Financial Group first reported a position in Paychex in Q1 2018 and has held it in 11 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Paychex as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.