Michael J. Puzo’s Paychex PAYX Stock Holding History

Michael J. Puzo’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 Q4	–	Sell	-1,500	Closed	-$201K	–	77
2024 Q3	$201K	Sell	1,500 -500	-25%	-$63.5K	0.05%	76
2024 Q2	$237K	Sell	2,000 -300	-13%	-$36.7K	0.07%	72
2024 Q1	$282K	Sell	2,300 -115	-5%	-$14K	0.08%	71
2023 Q4	$288K	Hold	2,415	–	–	0.09%	66
2023 Q3	$279K	Sell	2,415 -300	-11%	-$36.2K	0.09%	67
2023 Q2	$304K	Sell	2,715 -335	-11%	-$36.6K	0.1%	66
2023 Q1	$349K	Buy	3,050 +50	+2%	+$5.69K	0.12%	65
2022 Q4	$347K	Hold	3,000	–	–	0.13%	64
2022 Q3	$337K	Hold	3,000	–	–	0.13%	65
2022 Q2	$342K	Hold	3,000	–	–	0.12%	66
2022 Q1	$409K	Hold	3,000	–	–	0.12%	67
2021 Q4	$409K	Hold	3,000	–	–	0.12%	66
2021 Q3	$337K	Hold	3,000	–	–	0.11%	66
2021 Q2	$322K	Hold	3,000	–	–	0.1%	66
2021 Q1	$294K	Hold	3,000	–	–	0.09%	68
2020 Q4	$280K	Hold	3,000	–	–	0.09%	69
2020 Q3	$239K	Hold	3,000	–	–	0.09%	70
2020 Q2	$227K	Buy	+3,000	New	+$208K	0.08%	72
2020 Q1	–	Sell	-3,900	Closed	-$332K	–	77
2019 Q4	$332K	Hold	3,900	–	–	0.12%	67
2019 Q3	$323K	Hold	3,900	–	–	0.12%	69
2019 Q2	$321K	Sell	3,900 -100	-3%	-$8.43K	0.12%	69
2019 Q1	$321K	Sell	4,000 -200	-5%	-$14.7K	0.13%	64
2018 Q4	$274K	Sell	4,200 -100	-2%	-$6.77K	0.12%	68
2018 Q3	$317K	Sell	4,300 -200	-4%	-$14.4K	0.12%	69
2018 Q2	$308K	Hold	4,500	–	–	0.13%	66
2018 Q1	$277K	Hold	4,500	–	–	0.12%	70
2017 Q4	$306K	Sell	4,500 -1,975	-31%	-$130K	0.13%	69
2017 Q3	$388K	Sell	6,475 -1,000	-13%	-$57.1K	0.2%	65
2017 Q2	$425K	Hold	7,475	–	–	0.23%	61
2017 Q1	$440K	Hold	7,475	–	–	0.24%	60
2016 Q4	$455K	Hold	7,475	–	–	0.26%	62
2016 Q3	$432K	Hold	7,475	–	–	0.25%	62
2016 Q2	$445K	Sell	7,475 -350	-4%	-$18.8K	0.29%	60
2016 Q1	$423K	Hold	7,825	–	–	0.28%	61
2015 Q4	$414K	Sell	7,825 -20	-0.3%	-$1.04K	0.29%	62
2015 Q3	$374K	Hold	7,845	–	–	0.27%	65
2015 Q2	$368K	Hold	7,845	–	–	0.24%	70
2015 Q1	$389K	Buy	7,845 +2,305	+42%	+$112K	0.25%	68
2014 Q4	$256K	Buy	5,540 +40	+0.7%	+$1.85K	0.17%	74
2014 Q3	$243K	Hold	5,500	–	–	0.17%	76
2014 Q2	$229K	Hold	5,500	–	–	0.16%	71
2014 Q1	$234K	Hold	5,500	–	–	0.17%	68
2013 Q4	$250K	Hold	5,500	–	–	0.18%	68
2013 Q3	$224K	Hold	5,500	–	–	0.19%	69
2013 Q2	$201K	Buy	+5,500	New	+$203K	0.18%	75

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Michael J. Puzo's PAYX Position: Q4 2024 in Review

Michael J. Puzo sold out of Paychex (PAYX) in Q4 2024, closing a stake of 1,500 shares — an estimated $201K sold.

Michael J. Puzo first reported a position in PAYX in Q2 2013 and held it in 45 quarters. The position peaked at $455K in Q4 2016. 1,638 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

Michael J. Puzo reported no remaining Paychex position as of Q4 2024 after selling out during the quarter.
Michael J. Puzo sold 1,500 Paychex shares in Q4 2024, an estimated $201K.
Michael J. Puzo first reported a position in Paychex in Q2 2013 and held it in 45 quarters.
Michael J. Puzo's Paychex position peaked at $455K in Q4 2016.
1,638 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Michael J. Puzo's 13F filing for Q4 2024, filed 13 Feb 2025.