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ZIM
Zacks Investment Management’s
Paylocity
PCTY
Stock Holding History
Zacks Investment Management’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
2024
Q3
–
Sell
-35,364
Closed
-$4.66M
–
748
2024
Q2
$4.66M
Buy
+35,364
New
+$5.47M
0.05%
193
2023
Q1
–
Sell
-1,352
Closed
-$263K
–
685
2022
Q4
$263K
Sell
1,352
-11,121
-89%
-$2.39M
﹤0.01%
518
2022
Q3
$3.01M
Sell
12,473
-7,585
-38%
-$1.74M
0.05%
220
2022
Q2
$3.5M
Buy
20,058
+5,837
+41%
+$1.06M
0.05%
196
2022
Q1
$2.93M
Buy
+14,221
New
+$2.88M
0.04%
244
2021
Q2
–
Sell
-12,348
Closed
-$2.22M
–
603
2021
Q1
$2.22M
Buy
+12,348
New
+$2.35M
0.04%
270
2019
Q1
–
Sell
-26,088
Closed
-$1.57M
–
581
2018
Q4
$1.57M
Sell
26,088
-1,311
-5%
-$84.1K
0.04%
267
2018
Q3
$2.2M
Sell
27,399
-699
-2%
-$49.5K
0.05%
255
2018
Q2
$1.65M
Buy
28,098
+727
+3%
+$41.7K
0.04%
318
2018
Q1
$1.4M
Buy
27,371
+1,756
+7%
+$87K
0.03%
347
2017
Q4
$1.21M
Buy
25,615
+888
+4%
+$43.1K
0.03%
359
2017
Q3
$1.21M
Buy
24,727
+2,661
+12%
+$123K
0.03%
333
2017
Q2
$997K
Buy
+22,066
New
+$962K
0.02%
371
2016
Q4
–
Sell
-15,801
Closed
-$703K
–
709
2016
Q3
$703K
Buy
15,801
+2,237
+16%
+$99.2K
0.02%
406
2016
Q2
$586K
Buy
+13,564
New
+$508K
0.02%
428
Other funds holding PCTY
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Pictet Asset Management
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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