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Lucus Advisors’s Paychex PAYX Stock Holding History

Lucus Advisors’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
2018
Q1 		$210K Buy
+3,402
New +$225K 0.36% 152
2017
Q3 		– Sell
-6,304
Closed -$359K – 238
2017
Q2 		$359K Buy
+6,304
New +$370K 0.48% 78

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucus Advisors's PAYX Position: Q1 2018 in Review

Lucus Advisors opened a new position in Paychex (PAYX) in Q1 2018: 3,402 shares worth $210K. The stake represents 0.36% of the portfolio and ranks #152 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in PAYX as recently as Q2 2017.

Lucus Advisors first reported a position in PAYX in Q2 2017 and has held it in 2 quarters since. The position peaked at $359K in Q2 2017. 938 funds tracked by Wall St. Rank hold PAYX as of Q1 2018.

  • Lucus Advisors held 3,402 shares of Paychex worth $210K as of Q1 2018.
  • Paychex was a new Lucus Advisors position in Q1 2018.
  • Paychex made up 0.36% of Lucus Advisors's portfolio in Q1 2018, its #152 holding.
  • Lucus Advisors first reported a position in Paychex in Q2 2017 and has held it in 2 quarters since.
  • Lucus Advisors's Paychex position peaked at $359K in Q2 2017.
  • 938 funds tracked by Wall St. Rank held Paychex as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.