Mackenzie Financial
PCTY icon

Mackenzie Financial’s Paylocity PCTY Stock Holding History

Mackenzie Financial’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,629
Closed -$295K – 1808
2025
Q2 		$295K Hold
1,629
– – ﹤0.01% 1405
2025
Q1 		$305K Sell
1,629
-1,945
-54% -$389K ﹤0.01% 1375
2024
Q4 		$713K Buy
+3,574
New +$684K ﹤0.01% 1032
2023
Q2 		– Sell
-13,639
Closed -$2.71M – 1609
2023
Q1 		$2.71M Buy
13,639
+4,650
+52% +$915K ﹤0.01% 682
2022
Q4 		$1.75M Buy
8,989
+7,981
+792% +$1.71M ﹤0.01% 703
2022
Q3 		$244K Buy
+1,008
New +$232K ﹤0.01% 1171
2021
Q4 		– Sell
-4,500
Closed -$1.26M – 1484
2021
Q3 		$1.26M Sell
4,500
-7,151
-61% -$1.72M ﹤0.01% 867
2021
Q2 		$2.22M Buy
+11,651
New +$2.1M ﹤0.01% 704
2021
Q1 		– Sell
-11,470
Closed -$2.36M – 1179
2020
Q4 		$2.36M Buy
11,470
+2,170
+23% +$417K 0.01% 577
2020
Q3 		$1.5M Sell
9,300
-4,429
-32% -$624K ﹤0.01% 606
2020
Q2 		$2M Buy
13,729
+2,098
+18% +$244K 0.01% 556
2020
Q1 		$1.03M Sell
11,631
-4,441
-28% -$558K ﹤0.01% 634
2019
Q4 		$1.94M Buy
+16,072
New +$1.76M ﹤0.01% 623

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State Street
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WA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return