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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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $260M AUM 30.38% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return