Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Paychex shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 20k 119.11
2023-09-30 $2.2M 20k 115.33
2023-06-30 $2.2M 20k 111.87
2023-03-31 $2.2M 19k 114.59
2022-12-31 $2.2M 19k 115.56
2022-09-30 $2.3M 20k 112.22
2022-06-30 $2.2M 20k 113.87
2022-03-31 $2.8M 21k 136.48
2021-12-31 $2.9M 21k 136.52
2021-09-30 $2.5M 22k 112.43
2021-06-30 $2.4M 22k 107.29
2021-03-31 $2.2M 22k 98.02
2020-12-31 $2.0M 22k 93.16
2020-09-30 $2.0M 25k 79.78
2020-06-30 $2.0M 27k 75.76
2020-03-31 $1.7M 26k 62.92
2019-12-31 $2.3M 27k 85.05
2019-09-30 $2.2M 27k 82.78
2019-06-30 $2.2M 27k 82.29
2019-03-31 $2.2M 27k 80.21
2018-12-31 $1.9M 30k 65.15
2018-09-30 $2.2M 30k 73.64
2018-06-30 $2.1M 31k 68.36
2018-03-31 $1.9M 32k 61.59
2017-12-31 $2.1M 32k 68.07
2017-09-30 $1.9M 32k 59.96
2017-06-30 $1.8M 32k 56.93
2017-03-31 $1.9M 32k 58.89
2016-12-31 $2.0M 32k 60.89
2016-09-30 $1.9M 33k 57.88
2016-06-30 $2.0M 33k 59.49
2016-03-31 $1.8M 33k 54.01
2015-12-31 $1.7M 33k 52.88
2015-09-30 $1.6M 33k 47.63
2015-06-30 $1.5M 32k 46.87
2015-03-31 $1.6M 32k 49.62
2014-12-31 $1.5M 33k 46.18
2014-09-30 $1.5M 33k 44.19
2014-06-30 $50k 1.2k 41.67
2014-03-31 $51k 1.2k 42.50
2013-12-31 $55k 1.2k 45.83

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Paychex

Vanguard Group
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Select Equity
Royal Bank of Canada
Barclays
Ubs Global Asset Management Americas
CalPERS
UBS Group
Dimensional Fund Advisors
Bahl & Gaynor

View all funds holding Paychex