Zeke Capital Advisors’s Paychex PAYX Stock Holding History

Zeke Capital Advisors’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
2022 Q4	–	Sell	-2,487	Closed	-$279K	–	525
2022 Q3	$279K	Buy	2,487 +1	+0%	+$124	0.02%	329
2022 Q2	$283K	Buy	2,486 +828	+50%	+$104K	0.02%	341
2022 Q1	$226K	Buy	+1,658	New	+$204K	0.01%	452
2020 Q1	–	Sell	-5,273	Closed	-$449K	–	436
2019 Q4	$449K	Sell	5,273 -26	-0.5%	-$2.19K	0.04%	402
2019 Q3	$439K	Buy	5,299 +785	+17%	+$65.2K	0.04%	386
2019 Q2	$371K	Sell	4,514 -320	-7%	-$27K	0.03%	426
2019 Q1	$388K	Buy	4,834 +452	+10%	+$33.3K	0.04%	419
2018 Q4	$285K	Buy	4,382 +1,306	+42%	+$88.5K	0.03%	445
2018 Q3	$227K	Sell	3,076 -16	-0.5%	-$1.15K	0.02%	587
2018 Q2	$211K	Buy	+3,092	New	+$199K	0.02%	540
2018 Q1	–	Sell	-7,415	Closed	-$505K	–	680
2017 Q4	$505K	Buy	+7,415	New	+$487K	0.05%	288

Other funds holding PAYX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zeke Capital Advisors's PAYX Position: Q4 2022 in Review

Zeke Capital Advisors sold out of Paychex (PAYX) in Q4 2022, closing a stake of 2,487 shares — an estimated $279K sold.

Zeke Capital Advisors first reported a position in PAYX in Q4 2017 and held it in 11 quarters. The position peaked at $505K in Q4 2017. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

Zeke Capital Advisors reported no remaining Paychex position as of Q4 2022 after selling out during the quarter.
Zeke Capital Advisors sold 2,487 Paychex shares in Q4 2022, an estimated $279K.
Zeke Capital Advisors first reported a position in Paychex in Q4 2017 and held it in 11 quarters.
Zeke Capital Advisors's Paychex position peaked at $505K in Q4 2017.
1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.