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Welch Investments’s Paychex PAYX Stock Holding History

Welch Investments’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
2017
Q4 		$5.36M Buy
78,764
+611
+0.8% +$40.1K 3.4% 6
2017
Q3 		$4.69M Buy
78,153
+3,914
+5% +$224K 3.23% 14
2017
Q2 		$4.23M Buy
74,239
+4,686
+7% +$275K 3.14% 20
2017
Q1 		$4.1M Buy
69,553
+3,518
+5% +$214K 3.25% 15
2016
Q4 		$4.02M Buy
+66,035
New +$3.81M 3.52% 3

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Welch Investments's PAYX Position: Q4 2017 in Review

Welch Investments increased its Paychex (PAYX) stake by 0.78% in Q4 2017, buying an estimated $40.1K and bringing the position to 78,764 shares worth $5.36M. The position accounts for 3.4% of the portfolio, ranked #6.

Welch Investments first reported a position in PAYX in Q4 2016 and has held it in 5 quarters since. 952 funds tracked by Wall St. Rank hold PAYX as of Q4 2017.

  • Welch Investments held 78,764 shares of Paychex worth $5.36M as of Q4 2017.
  • Welch Investments bought 611 Paychex shares in Q4 2017, an estimated $40.1K.
  • Paychex made up 3.4% of Welch Investments's portfolio in Q4 2017, its #6 holding.
  • Welch Investments first reported a position in Paychex in Q4 2016 and has held it in 5 quarters since.
  • 952 funds tracked by Wall St. Rank held Paychex as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.