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Lockerman Financial Group’s Paychex PAYX Stock Holding History

Lockerman 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
2024
Q1 		– Sell
-2,140
Closed -$255K – 113
2023
Q4 		$255K Hold
2,140
– – 0.59% 60
2023
Q3 		$247K Hold
2,140
– – 0.66% 58
2023
Q2 		$239K Hold
2,140
– – 0.66% 56
2023
Q1 		$245K Hold
2,140
– – 0.68% 53
2022
Q4 		$247K Hold
2,140
– – 0.72% 53
2022
Q3 		$240K Buy
+2,140
New +$265K 0.69% 48
2022
Q2 		– Sell
-2,140
Closed -$292K – 74
2022
Q1 		$292K Hold
2,140
– – 0.79% 36
2021
Q4 		$292K Buy
+2,140
New +$265K 0.76% 37

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lockerman Financial Group's PAYX Position: Q1 2024 in Review

Lockerman Financial Group sold out of Paychex (PAYX) in Q1 2024, closing a stake of 2,140 shares — an estimated $255K sold.

Lockerman Financial Group first reported a position in PAYX in Q4 2021 and held it in 8 quarters. The position peaked at $292K in Q1 2022. 1,528 funds tracked by Wall St. Rank hold PAYX as of Q1 2024.

  • Lockerman Financial Group reported no remaining Paychex position as of Q1 2024 after selling out during the quarter.
  • Lockerman Financial Group sold 2,140 Paychex shares in Q1 2024, an estimated $255K.
  • Lockerman Financial Group first reported a position in Paychex in Q4 2021 and held it in 8 quarters.
  • Lockerman Financial Group's Paychex position peaked at $292K in Q1 2022.
  • 1,528 funds tracked by Wall St. Rank held Paychex as of Q1 2024.

Based on Lockerman Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.