Sargent Bickham Lagudis’s Paychex PAYX Stock Holding History

Sargent Bickham Lagudis’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 Q4	$60.7K	Sell	525 -21	-4%	-$2.46K	0.01%	405
2022 Q3	$61K	Sell	546 -14	-3%	-$1.74K	0.01%	378
2022 Q2	$64K	Buy	560 +539	+2,567%	+$67.7K	0.01%	378
2022 Q1	$3K	Hold	21	–	–	﹤0.01%	860
2021 Q4	$3K	Buy	+21	New	+$2.6K	﹤0.01%	864
2020 Q2	–	Sell	-100	Closed	-$6K	–	804
2020 Q1	$6K	Buy	+100	New	+$7.99K	﹤0.01%	624
2019 Q3	–	Sell	-45	Closed	-$4K	–	762
2019 Q2	$4K	Buy	+45	New	+$3.79K	﹤0.01%	678
2018 Q2	–	Sell	-17	Closed	-$1K	–	788
2018 Q1	$1K	Sell	17 -17	-50%	-$1.12K	﹤0.01%	742
2017 Q4	$2K	Hold	34	–	–	﹤0.01%	755
2017 Q3	$2K	Sell	34 -250	-88%	-$14.3K	﹤0.01%	769
2017 Q2	$16K	Buy	284 +34	+14%	+$2K	﹤0.01%	508
2017 Q1	$15K	Hold	250	–	–	﹤0.01%	529
2016 Q4	$15K	Hold	250	–	–	﹤0.01%	505
2016 Q3	$14K	Hold	250	–	–	﹤0.01%	527
2016 Q2	$15K	Buy	+250	New	+$13.4K	﹤0.01%	498

Other funds holding PAYX

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sargent Bickham Lagudis's PAYX Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Paychex (PAYX) stake by 3.8% in Q4 2022, selling an estimated $2.46K and leaving 525 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #405.

Sargent Bickham Lagudis first reported a position in PAYX in Q2 2016 and has held it in 15 quarters since. The position peaked at $64K in Q2 2022. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

Sargent Bickham Lagudis held 525 shares of Paychex worth $60.7K as of Q4 2022.
Sargent Bickham Lagudis sold 21 Paychex shares in Q4 2022, an estimated $2.46K.
Paychex made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #405 holding.
Sargent Bickham Lagudis first reported a position in Paychex in Q2 2016 and has held it in 15 quarters since.
Sargent Bickham Lagudis's Paychex position peaked at $64K in Q2 2022.
1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.