Sarah T. Connolly’s Paychex PAYX Stock Holding History

Sarah T. Connolly’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 Q4	–	Sell	-3,930	Closed	-$453K	–	67
2023 Q3	$453K	Sell	3,930 -1,156	-23%	-$139K	0.3%	65
2023 Q2	$569K	Sell	5,086 -275	-5%	-$30.1K	0.34%	67
2023 Q1	$614K	Sell	5,361 -225	-4%	-$25.6K	0.39%	64
2022 Q4	$646K	Sell	5,586 -1,050	-16%	-$123K	0.44%	65
2022 Q3	$745K	Sell	6,636 -150	-2%	-$18.6K	0.55%	62
2022 Q2	$773K	Hold	6,786	–	–	0.53%	60
2022 Q1	$926K	Hold	6,786	–	–	0.54%	58
2021 Q4	$926K	Buy	6,786 +475	+8%	+$58.7K	0.52%	59
2021 Q3	$710K	Sell	6,311 -100	-2%	-$11.2K	0.58%	57
2021 Q2	$688K	Buy	6,411 +375	+6%	+$37.7K	0.56%	58
2021 Q1	$592K	Hold	6,036	–	–	0.53%	59
2020 Q4	$562K	Buy	+6,036	New	+$536K	0.51%	60

Other funds holding PAYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sarah T. Connolly's PAYX Position: Q4 2023 in Review

Sarah T. Connolly sold out of Paychex (PAYX) in Q4 2023, closing a stake of 3,930 shares — an estimated $453K sold.

Sarah T. Connolly first reported a position in PAYX in Q4 2020 and held it in 12 quarters. The position peaked at $926K in Q1 2022. 1,507 funds tracked by Wall St. Rank hold PAYX as of Q4 2023.

Sarah T. Connolly reported no remaining Paychex position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 3,930 Paychex shares in Q4 2023, an estimated $453K.
Sarah T. Connolly first reported a position in Paychex in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's Paychex position peaked at $926K in Q1 2022.
1,507 funds tracked by Wall St. Rank held Paychex as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.