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Paychex shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.6M 81k 119.11
2023-09-30 $21M 183k 115.33
2023-06-30 $22M 199k 111.87
2023-03-31 $22M 193k 114.59
2022-12-31 $23M 195k 115.56
2022-09-30 $22M 195k 112.21
2022-06-30 $22M 195k 113.87
2022-03-31 $27M 194k 136.47
2021-12-31 $26M 191k 136.50
2021-09-30 $21M 189k 112.45
2021-06-30 $19M 181k 107.30
2021-03-31 $17M 169k 98.02
2020-12-31 $15M 164k 93.18
2020-09-30 $4.7M 59k 79.78
2020-06-30 $4.4M 59k 75.76
2020-03-31 $3.7M 58k 62.93
2019-12-31 $4.9M 58k 85.06
2019-09-30 $4.8M 58k 82.77
2019-06-30 $4.7M 57k 82.10
2019-03-31 $4.4M 55k 80.20
2018-12-31 $4.1M 63k 65.14
2018-09-30 $4.6M 62k 73.65
2018-06-30 $4.3M 63k 68.36
2018-03-31 $3.9M 63k 61.59
2017-12-31 $4.3M 63k 68.33
2017-09-30 $3.7M 62k 59.96
2017-06-30 $3.4M 60k 56.94
2017-03-31 $3.4M 58k 58.90
2016-12-31 $3.7M 61k 60.88
2016-09-30 $3.8M 66k 57.87
2016-06-30 $3.8M 63k 60.00
2016-03-31 $3.8M 71k 54.01
2015-12-31 $3.9M 75k 52.90
2015-09-30 $5.0M 106k 47.63
2015-06-30 $4.1M 87k 46.88
2015-03-31 $3.7M 76k 48.38
2014-12-31 $7.4M 160k 46.17
2014-09-30 $6.9M 157k 44.20
2014-06-30 $6.8M 163k 41.56
2014-03-31 $6.5M 153k 42.60
2013-12-31 $2.9M 64k 45.52
2013-09-30 $3.3M 82k 40.64
2013-06-30 $5.4M 147k 36.51
2013-03-31 $4.5M 129k 35.06
2012-12-31 $3.8M 123k 31.10
2012-09-30 $2.2M 67k 33.29
2012-06-30 $3.8M 120k 31.41
2011-12-31 $2.6M 86k 30.11
2011-09-30 $1.3M 49k 26.38
2011-03-31 $1.5M 48k 31.39
2010-12-31 $659k 21k 30.90

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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
CalPERS
Ubs Global Asset Management Americas
UBS Group
Dimensional Fund Advisors
Bahl & Gaynor

View all funds holding Paychex