Ownership history in GHE, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which GHE, LLC reported a position in PAYCHEX INC COM (PAYX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π GHE, LLC underperformed the S&P 500 by β17.3% annually on this PAYX position. Timing score: 75% (12/16 decisions correct). Average cost basis: $115.32. Maximum drawdown during holding period: β25.5%.
β Significantly underperformed the S&P 500 by 17.3% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
12 of 16 add/trim decisions correct
Best entry: $100.71 (2022 Q3) Β· Worst: $134.56 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 6 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.73% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size