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Wintrust Investments’s Paychex PAYX Stock Holding History

Wintrust 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
2024
Q4 		$44K Sell
316
-20
-6% -$2.84K 0.04% 276
2024
Q3 		$45K Sell
336
-2,880
-90% -$366K 0.03% 333
2024
Q2 		$381K Buy
3,216
+21
+0.7% +$2.57K 0.03% 332
2024
Q1 		$392K Sell
3,195
-508
-14% -$61.7K 0.03% 328
2023
Q4 		$441K Buy
3,703
+23
+0.6% +$2.73K 0.04% 289
2023
Q3 		$424K Buy
3,680
+22
+0.6% +$2.65K 0.04% 282
2023
Q2 		$409K Buy
3,658
+25
+0.7% +$2.73K 0.04% 289
2023
Q1 		$416K Sell
3,633
-8
-0.2% -$910 0.05% 231
2022
Q4 		$421K Sell
3,641
-417
-10% -$48.8K 0.06% 235
2022
Q3 		$455K Sell
4,058
-270
-6% -$33.5K 0.06% 237
2022
Q2 		$493K Buy
4,328
+2,729
+171% +$343K 0.06% 232
2022
Q1 		$218K Buy
1,599
+103
+7% +$12.6K 0.02% 378
2021
Q4 		$204K Buy
+1,496
New +$185K 0.02% 407

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return

Wintrust Investments's PAYX Position: Q4 2024 in Review

Wintrust Investments reduced its Paychex (PAYX) stake by 6% in Q4 2024, selling an estimated $2.84K and leaving 316 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #276.

Wintrust Investments first reported a position in PAYX in Q4 2021 and has held it in 13 quarters since. The position peaked at $493K in Q2 2022. 1,635 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Wintrust Investments held 316 shares of Paychex worth $44K as of Q4 2024.
  • Wintrust Investments sold 20 Paychex shares in Q4 2024, an estimated $2.84K.
  • Paychex made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #276 holding.
  • Wintrust Investments first reported a position in Paychex in Q4 2021 and has held it in 13 quarters since.
  • Wintrust Investments's Paychex position peaked at $493K in Q2 2022.
  • 1,635 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.