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Newfound Research’s Paychex PAYX Stock Holding History

Newfound Research’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
2022
Q3 		$55K Sell
488
-63
-11% -$7.81K 0.13% 112
2022
Q2 		$63K Sell
551
-286
-34% -$35.9K 0.13% 107
2022
Q1 		$114K Buy
837
+29
+4% +$3.56K 0.15% 91
2021
Q4 		$110K Buy
+808
New +$99.9K 0.13% 85

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newfound Research's PAYX Position: Q3 2022 in Review

Newfound Research reduced its Paychex (PAYX) stake by 11% in Q3 2022, selling an estimated $7.81K and leaving 488 shares worth $55K. The position accounts for 0.13% of the portfolio, ranked #112.

Newfound Research first reported a position in PAYX in Q4 2021 and has held it in 4 quarters since. The position peaked at $114K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

  • Newfound Research held 488 shares of Paychex worth $55K as of Q3 2022.
  • Newfound Research sold 63 Paychex shares in Q3 2022, an estimated $7.81K.
  • Paychex made up 0.13% of Newfound Research's portfolio in Q3 2022, its #112 holding.
  • Newfound Research first reported a position in Paychex in Q4 2021 and has held it in 4 quarters since.
  • Newfound Research's Paychex position peaked at $114K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.