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Advisory Research’s Automatic Data Processing ADP Stock Holding History

Advisory Research’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,240
Closed -$298K – 336
2023
Q3 		$298K Buy
+1,240
New +$302K 0.04% 375
2014
Q2 		– Sell
-1,010
Closed -$69K – 329
2014
Q1 		$69K Buy
+1,010
New +$68.8K ﹤0.01% 542

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Advisory Research's ADP Position: Q4 2023 in Review

Advisory Research sold out of Automatic Data Processing (ADP) in Q4 2023, closing a stake of 1,240 shares — an estimated $298K sold.

Advisory Research first reported a position in ADP in Q1 2014 and held it in 2 quarters. The position peaked at $298K in Q3 2023. 2,121 funds tracked by Wall St. Rank hold ADP as of Q4 2023.

  • Advisory Research reported no remaining Automatic Data Processing position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 1,240 Automatic Data Processing shares in Q4 2023, an estimated $298K.
  • Advisory Research first reported a position in Automatic Data Processing in Q1 2014 and held it in 2 quarters.
  • Advisory Research's Automatic Data Processing position peaked at $298K in Q3 2023.
  • 2,121 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.