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Sun Life Financial’s Paylocity PCTY Stock Holding History

Sun Life Financial’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,303
Closed -$615K – 546
2019
Q3 		$615K Buy
6,303
+36
+0.6% +$3.69K 0.16% 81
2019
Q2 		$588K Hold
6,267
– – 0.15% 72
2019
Q1 		$559K Sell
6,267
-1,424
-19% -$111K 0.12% 99
2018
Q4 		$463K Buy
7,691
+39
+0.5% +$2.5K 0.1% 101
2018
Q3 		$615K Sell
7,652
-1,773
-19% -$126K 0.11% 106
2018
Q2 		$555K Buy
+9,425
New +$540K 0.08% 110

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sun Life Financial's PCTY Position: Q4 2019 in Review

Sun Life Financial sold out of Paylocity (PCTY) in Q4 2019, closing a stake of 6,303 shares — an estimated $615K sold.

Sun Life Financial first reported a position in PCTY in Q2 2018 and held it in 6 quarters. The position peaked at $615K in Q3 2019. 263 funds tracked by Wall St. Rank hold PCTY as of Q4 2019.

  • Sun Life Financial reported no remaining Paylocity position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 6,303 Paylocity shares in Q4 2019, an estimated $615K.
  • Sun Life Financial first reported a position in Paylocity in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Paylocity position peaked at $615K in Q3 2019.
  • 263 funds tracked by Wall St. Rank held Paylocity as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.