Sugarloaf Wealth Management’s Paychex PAYX Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$70.5K	Hold	503	–	–	0.01%	258
2024 Q3	$67.5K	Hold	503	–	–	0.01%	278
2024 Q2	$59.6K	Hold	503	–	–	0.01%	278
2024 Q1	$61.8K	Hold	503	–	–	0.01%	271
2023 Q4	$59.9K	Hold	503	–	–	0.01%	269
2023 Q3	$58K	Hold	503	–	–	0.01%	269
2023 Q2	$56.3K	Hold	503	–	–	0.01%	272
2023 Q1	$57.6K	Hold	503	–	–	0.01%	268
2022 Q4	$58.1K	Sell	503 -200	-28%	-$23.4K	0.01%	264
2022 Q3	$79K	Hold	703	–	–	0.02%	224
2022 Q2	$80K	Hold	703	–	–	0.02%	219
2022 Q1	$96K	Hold	703	–	–	0.02%	194
2021 Q4	$96K	Hold	703	–	–	0.02%	207
2021 Q3	$79K	Hold	703	–	–	0.02%	217
2021 Q2	$75K	Hold	703	–	–	0.02%	222
2021 Q1	$69	Hold	703	–	–	0.02%	232
2020 Q4	$66K	Hold	703	–	–	0.02%	221
2020 Q3	$56K	Hold	703	–	–	0.02%	225
2020 Q2	$53K	Hold	703	–	–	0.02%	227
2020 Q1	$44K	Hold	703	–	–	0.02%	236
2019 Q4	$60K	Buy	+703	New	+$59.3K	0.03%	233

Other funds holding PAYX

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sugarloaf Wealth Management's PAYX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Paychex (PAYX) position steady in Q4 2024 at 503 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #258.

Sugarloaf Wealth Management first reported a position in PAYX in Q4 2019 and has held it in 21 quarters since. The position peaked at $96K in Q1 2022. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

Sugarloaf Wealth Management held 503 shares of Paychex worth $70.5K as of Q4 2024.
Sugarloaf Wealth Management left its Paychex share count unchanged in Q4 2024.
Paychex made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #258 holding.
Sugarloaf Wealth Management first reported a position in Paychex in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Paychex position peaked at $96K in Q1 2022.
1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.