AIP
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Almanack Investment Partners’s Automatic Data Processing ADP Stock Holding History

Almanack Investment Partners’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
Q1 		– Sell
-857
Closed -$205K – 166
2022
Q4 		$205K Sell
857
-123
-13% -$30.2K 0.04% 158
2022
Q3 		$222K Sell
980
-1,110
-53% -$262K 0.04% 130
2022
Q2 		$441K Sell
2,090
-35
-2% -$7.67K 0.04% 257
2022
Q1 		$486K Sell
2,125
-193
-8% -$41.3K 0.04% 262
2021
Q4 		$574K Sell
2,318
-8
-0.3% -$1.81K 0.05% 236
2021
Q3 		$467K Sell
2,326
-121
-5% -$24.9K 0.04% 272
2021
Q2 		$488K Sell
2,447
-505
-17% -$98.1K 0.05% 231
2021
Q1 		$559K Buy
2,952
+60
+2% +$10.4K 0.06% 211
2020
Q4 		$512K Buy
2,892
+487
+20% +$80K 0.06% 204
2020
Q3 		$411K Buy
2,405
+725
+43% +$102K 0.05% 244
2020
Q2 		$252K Sell
1,680
-513
-23% -$73.5K 0.04% 212
2020
Q1 		$301K Buy
+2,193
New +$353K 0.06% 178
2019
Q3 		– Sell
-902
Closed -$150K – 235
2019
Q2 		$150K Buy
+902
New +$147K 0.03% 213
2019
Q1 		– Sell
-900
Closed -$119K – 146
2018
Q4 		$119K Sell
900
-20
-2% -$2.82K 0.04% 212
2018
Q3 		$136K Buy
+920
New +$130K 0.04% 225
2018
Q2 		– Sell
-975
Closed -$111K – 148
2018
Q1 		$111K Buy
+975
New +$114K 0.04% 173

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Almanack Investment Partners's ADP Position: Q1 2023 in Review

Almanack Investment Partners sold out of Automatic Data Processing (ADP) in Q1 2023, closing a stake of 857 shares — an estimated $205K sold.

Almanack Investment Partners first reported a position in ADP in Q1 2018 and held it in 16 quarters. The position peaked at $574K in Q4 2021. 1,966 funds tracked by Wall St. Rank hold ADP as of Q1 2023.

  • Almanack Investment Partners reported no remaining Automatic Data Processing position as of Q1 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 857 Automatic Data Processing shares in Q1 2023, an estimated $205K.
  • Almanack Investment Partners first reported a position in Automatic Data Processing in Q1 2018 and held it in 16 quarters.
  • Almanack Investment Partners's Automatic Data Processing position peaked at $574K in Q4 2021.
  • 1,966 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2023.

Based on Almanack Investment Partners's 13F filing for Q1 2023, filed 8 May 2023.