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Alera Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$698K Sell
2,523
-127
-5% -$33.2K 0.08% 100
2024
Q2 		$633K Sell
2,650
-949
-26% -$233K 0.08% 102
2024
Q1 		$899K Buy
3,599
+1,411
+64% +$345K 0.12% 72
2023
Q4 		$510K Buy
2,188
+502
+30% +$117K 0.07% 118
2023
Q3 		$406K Sell
1,686
-50
-3% -$12.2K 0.07% 123
2023
Q2 		$382K Buy
1,736
+127
+8% +$27.4K 0.08% 128
2023
Q1 		$358K Sell
1,609
-45
-3% -$10.2K 0.08% 136
2022
Q4 		$395K Sell
1,654
-64
-4% -$15.7K 0.09% 124
2022
Q3 		$388K Sell
1,718
-21
-1% -$4.95K 0.11% 122
2022
Q2 		$366K Sell
1,739
-116
-6% -$25.4K 0.1% 131
2022
Q1 		$422K Buy
+1,855
New +$397K 0.1% 129
2019
Q2 		– Sell
-294
Closed -$47K – 91
2019
Q1 		$47K Sell
294
-746
-72% -$108K 0.02% 168
2018
Q4 		$136K Buy
+1,040
New +$147K 0.08% 98

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alera Investment Advisors's ADP Position: Q3 2024 in Review

Alera Investment Advisors reduced its Automatic Data Processing (ADP) stake by 4.8% in Q3 2024, selling an estimated $33.2K and leaving 2,523 shares worth $698K. The position accounts for 0.08% of the portfolio, ranked #100.

Alera Investment Advisors first reported a position in ADP in Q4 2018 and has held it in 13 quarters since. The position peaked at $899K in Q1 2024. 2,233 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

  • Alera Investment Advisors held 2,523 shares of Automatic Data Processing worth $698K as of Q3 2024.
  • Alera Investment Advisors sold 127 Automatic Data Processing shares in Q3 2024, an estimated $33.2K.
  • Automatic Data Processing made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #100 holding.
  • Alera Investment Advisors first reported a position in Automatic Data Processing in Q4 2018 and has held it in 13 quarters since.
  • Alera Investment Advisors's Automatic Data Processing position peaked at $899K in Q1 2024.
  • 2,233 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.