Union Bancaire Privee’s Paychex PAYX Stock Holding History

Union Bancaire Privee’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
2025 Q1	–	Sell	-200	Closed	-$28K	–	555
2024 Q4	$28K	Buy	+200	New	+$28.4K	﹤0.01%	512

Other funds holding PAYX

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Union Bancaire Privee's PAYX Position: Q1 2025 in Review

Union Bancaire Privee sold out of Paychex (PAYX) in Q1 2025, closing a stake of 200 shares — an estimated $28K sold.

Union Bancaire Privee first reported a position in PAYX in Q4 2024 and held it in 1 quarter. The position peaked at $28K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

Union Bancaire Privee reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
Union Bancaire Privee sold 200 Paychex shares in Q1 2025, an estimated $28K.
Union Bancaire Privee first reported a position in Paychex in Q4 2024 and held it in 1 quarter.
Union Bancaire Privee's Paychex position peaked at $28K in Q4 2024.
1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Union Bancaire Privee's 13F filing for Q1 2025, filed 16 Apr 2025.