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Simplicity Solutions’s Paychex PAYX Stock Holding History

Simplicity Solutions’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 		$945K Sell
7,930
-289
-4% -$34.2K 0.03% 456
2023
Q3 		$948K Buy
8,219
+969
+13% +$117K 0.03% 427
2023
Q2 		$811K Sell
7,250
-365
-5% -$39.9K 0.02% 524
2023
Q1 		$873K Buy
7,615
+2,539
+50% +$289K 0.02% 525
2022
Q4 		$587K Sell
5,076
-153
-3% -$17.9K 0.08% 298
2022
Q3 		$587K Buy
5,229
+1,023
+24% +$127K 0.09% 277
2022
Q2 		$479K Buy
4,206
+736
+21% +$92.4K 0.06% 311
2022
Q1 		$474K Sell
3,470
-2,890
-45% -$355K 0.06% 314
2021
Q4 		$868K Buy
6,360
+3,637
+134% +$450K 0.1% 250
2021
Q3 		$306K Buy
2,723
+387
+17% +$43.5K 0.05% 427
2021
Q2 		$251K Buy
+2,336
New +$235K 0.05% 441
2021
Q1 		– Sell
-64,192
Closed -$5.98M – 824
2020
Q4 		$5.98M Buy
64,192
+4,777
+8% +$424K 0.09% 202
2020
Q3 		$4.74M Buy
59,415
+20,700
+53% +$1.55M 0.09% 198
2020
Q2 		$2.93M Buy
38,715
+19,315
+100% +$1.34M 0.06% 246
2020
Q1 		$1.22M Buy
19,400
+3,527
+22% +$282K 0.04% 307
2019
Q4 		$1.35M Buy
15,873
+510
+3% +$43K 0.04% 318
2019
Q3 		$1.27M Sell
15,363
-145
-0.9% -$12.1K 0.05% 250
2019
Q2 		$1.28M Buy
15,508
+5,191
+50% +$438K 0.05% 208
2019
Q1 		$827K Buy
10,317
+5,949
+136% +$439K 0.05% 279
2018
Q4 		$285K Buy
4,368
+225
+5% +$15.2K 0.04% 462
2018
Q3 		$305K Sell
4,143
-5,931
-59% -$426K 0.02% 375
2018
Q2 		$689K Buy
10,074
+2,388
+31% +$154K 0.05% 206
2018
Q1 		$473K Sell
7,686
-420
-5% -$27.8K 0.04% 208
2017
Q4 		$552K Buy
8,106
+367
+5% +$24.1K 0.05% 200
2017
Q3 		$464K Buy
+7,739
New +$442K 0.31% 79
2016
Q1 		– Sell
-9,553
Closed -$505K – 422
2015
Q4 		$505K Buy
+9,553
New +$499K 0.06% 448

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions's PAYX Position: Q4 2023 in Review

Simplicity Solutions reduced its Paychex (PAYX) stake by 3.5% in Q4 2023, selling an estimated $34.2K and leaving 7,930 shares worth $945K. The position accounts for 0.03% of the portfolio, ranked #456.

Simplicity Solutions first reported a position in PAYX in Q4 2015 and has held it in 26 quarters since. The position peaked at $5.98M in Q4 2020. 1,506 funds tracked by Wall St. Rank hold PAYX as of Q4 2023.

  • Simplicity Solutions held 7,930 shares of Paychex worth $945K as of Q4 2023.
  • Simplicity Solutions sold 289 Paychex shares in Q4 2023, an estimated $34.2K.
  • Paychex made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #456 holding.
  • Simplicity Solutions first reported a position in Paychex in Q4 2015 and has held it in 26 quarters since.
  • Simplicity Solutions's Paychex position peaked at $5.98M in Q4 2020.
  • 1,506 funds tracked by Wall St. Rank held Paychex as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.