UL
PAYX icon

Unionview LLC’s Paychex PAYX Stock Holding History

Unionview LLC’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 		$241K Hold
1,721
– – 0.18% 78
2024
Q3 		$231K Buy
1,721
+14
+0.8% +$1.78K 0.18% 83
2024
Q2 		$202K Sell
1,707
-9
-0.5% -$1.1K 0.17% 87
2024
Q1 		$211K Hold
1,716
– – 0.17% 85
2023
Q4 		$204K Sell
1,716
-67
-4% -$7.94K 0.18% 82
2023
Q3 		$206K Buy
+1,783
New +$215K 0.19% 77
2022
Q2 		– Sell
-1,707
Closed -$233K – 90
2022
Q1 		$233K Hold
1,707
– – 0.22% 78
2021
Q4 		$233K Buy
+1,707
New +$211K 0.22% 81

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unionview LLC's PAYX Position: Q4 2024 in Review

Unionview LLC held its Paychex (PAYX) position steady in Q4 2024 at 1,721 shares worth $241K. The position accounts for 0.18% of the portfolio, ranked #78.

Unionview LLC first reported a position in PAYX in Q4 2021 and has held it in 8 quarters since. 1,635 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Unionview LLC held 1,721 shares of Paychex worth $241K as of Q4 2024.
  • Unionview LLC left its Paychex share count unchanged in Q4 2024.
  • Paychex made up 0.18% of Unionview LLC's portfolio in Q4 2024, its #78 holding.
  • Unionview LLC first reported a position in Paychex in Q4 2021 and has held it in 8 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.