SWM
PYCR

Sugarloaf Wealth Management’s Paycor HCM, Inc. Common Stock PYCR Stock Holding History

Sugarloaf Wealth Management’s Portfolio PYCR Stock Details PYCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-519
Closed -$13.8K – 720
2023
Q1 		$13.8K Hold
519
– – ﹤0.01% 440
2022
Q4 		$12.7K Hold
519
– – ﹤0.01% 467
2022
Q3 		$16K Buy
+519
New +$15K ﹤0.01% 453

Other funds holding PYCR

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sugarloaf Wealth Management's PYCR Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Paycor HCM, Inc. Common Stock (PYCR) in Q2 2023, closing a stake of 519 shares — an estimated $13.8K sold.

Sugarloaf Wealth Management first reported a position in PYCR in Q3 2022 and held it in 3 quarters. The position peaked at $16K in Q3 2022. 157 funds tracked by Wall St. Rank hold PYCR as of Q2 2023.

  • Sugarloaf Wealth Management reported no remaining Paycor HCM, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 519 Paycor HCM, Inc. Common Stock shares in Q2 2023, an estimated $13.8K.
  • Sugarloaf Wealth Management first reported a position in Paycor HCM, Inc. Common Stock in Q3 2022 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Paycor HCM, Inc. Common Stock position peaked at $16K in Q3 2022.
  • 157 funds tracked by Wall St. Rank held Paycor HCM, Inc. Common Stock as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.