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Palo Capital’s Paychex PAYX Stock Holding History

Palo Capital’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
2018
Q4 		$3.53M Buy
54,218
+337
+0.6% +$22.8K 1.5% 19
2018
Q3 		$3.97M Sell
53,881
-1,951
-3% -$140K 1.43% 22
2018
Q2 		$3.82M Buy
55,832
+439
+0.8% +$28.3K 1.39% 23
2018
Q1 		$3.41M Buy
55,393
+2,381
+4% +$157K 1.24% 24
2017
Q4 		$3.61M Buy
53,012
+5,764
+12% +$378K 1.61% 21
2017
Q3 		$2.83M Buy
47,248
+2,165
+5% +$124K 1.5% 20
2017
Q2 		$2.57M Buy
45,083
+1,270
+3% +$74.6K 1.45% 21
2017
Q1 		$2.58M Sell
43,813
-283
-0.6% -$17.2K 1.52% 17
2016
Q4 		$2.69M Buy
44,096
+5,663
+15% +$326K 1.69% 15
2016
Q3 		$2.22M Sell
38,433
-29,697
-44% -$1.78M 1.54% 14
2016
Q2 		$4.05M Buy
68,130
+59,599
+699% +$3.19M 1.39% 11
2016
Q1 		$461K Buy
8,531
+1,471
+21% +$74.1K 0.36% 87
2015
Q4 		$373K Buy
7,060
+330
+5% +$17.2K 0.34% 97
2015
Q3 		$321K Buy
+6,730
New +$314K 0.28% 107

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palo Capital's PAYX Position: Q4 2018 in Review

Palo Capital increased its Paychex (PAYX) stake by 0.63% in Q4 2018, buying an estimated $22.8K and bringing the position to 54,218 shares worth $3.53M. The position accounts for 1.5% of the portfolio, ranked #19.

Palo Capital first reported a position in PAYX in Q3 2015 and has held it in 14 quarters since. The position peaked at $4.05M in Q2 2016. 1,035 funds tracked by Wall St. Rank hold PAYX as of Q4 2018.

  • Palo Capital held 54,218 shares of Paychex worth $3.53M as of Q4 2018.
  • Palo Capital bought 337 Paychex shares in Q4 2018, an estimated $22.8K.
  • Paychex made up 1.5% of Palo Capital's portfolio in Q4 2018, its #19 holding.
  • Palo Capital first reported a position in Paychex in Q3 2015 and has held it in 14 quarters since.
  • Palo Capital's Paychex position peaked at $4.05M in Q2 2016.
  • 1,035 funds tracked by Wall St. Rank held Paychex as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.