MG
PAYX icon

Meritage Group’s Paychex PAYX Stock Holding History

Meritage 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
2023
Q2 		– Sell
-2,070
Closed -$237K – 63
2023
Q1 		$237K Buy
2,070
+151
+8% +$17.2K 0.01% 38
2022
Q4 		$222K Buy
+1,919
New +$225K 0.01% 34
2017
Q1 		– Sell
-50,701
Closed -$3.09M – 60
2016
Q4 		$3.09M Buy
+50,701
New +$2.92M 0.08% 30

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Meritage Group's PAYX Position: Q2 2023 in Review

Meritage Group sold out of Paychex (PAYX) in Q2 2023, closing a stake of 2,070 shares — an estimated $237K sold.

Meritage Group first reported a position in PAYX in Q4 2016 and held it in 3 quarters. The position peaked at $3.09M in Q4 2016. 1,415 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

  • Meritage Group reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
  • Meritage Group sold 2,070 Paychex shares in Q2 2023, an estimated $237K.
  • Meritage Group first reported a position in Paychex in Q4 2016 and held it in 3 quarters.
  • Meritage Group's Paychex position peaked at $3.09M in Q4 2016.
  • 1,415 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Meritage Group's 13F filing for Q2 2023, filed 11 Aug 2023.