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MD Financial Management’s Paychex PAYX Stock Holding History

MD Financial Management’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
2021
Q4 		$4.51M Sell
33,052
-822
-2% -$102K 0.11% 65
2021
Q3 		$3.81M Buy
33,874
+7,039
+26% +$791K 0.1% 66
2021
Q2 		$2.88M Buy
+26,835
New +$2.7M 0.08% 87

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MD Financial Management's PAYX Position: Q4 2021 in Review

MD Financial Management reduced its Paychex (PAYX) stake by 2.4% in Q4 2021, selling an estimated $102K and leaving 33,052 shares worth $4.51M. The position accounts for 0.11% of the portfolio, ranked #65.

MD Financial Management first reported a position in PAYX in Q2 2021 and has held it in 3 quarters since. 1,439 funds tracked by Wall St. Rank hold PAYX as of Q4 2021.

  • MD Financial Management held 33,052 shares of Paychex worth $4.51M as of Q4 2021.
  • MD Financial Management sold 822 Paychex shares in Q4 2021, an estimated $102K.
  • Paychex made up 0.11% of MD Financial Management's portfolio in Q4 2021, its #65 holding.
  • MD Financial Management first reported a position in Paychex in Q2 2021 and has held it in 3 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Paychex as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.