Baystate Wealth Management’s Archer Daniels Midland ADM Stock Holding History

Baystate Wealth Management’s Portfolio ADM Stock Details ADM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$29.1K	Buy	402 +3	+0.8%	+$220	﹤0.01%	486
2023 Q3	$30.1K	Buy	399 +3	+0.8%	+$243	﹤0.01%	412
2023 Q2	$30K	Buy	396 +2	+0.5%	+$151	﹤0.01%	404
2023 Q1	$31.4K	Buy	394 +5	+1%	+$408	﹤0.01%	399
2022 Q4	$36K	Buy	389 +2	+0.5%	+$185	﹤0.01%	380
2022 Q3	$31K	Buy	387 +2	+0.5%	+$165	﹤0.01%	370
2022 Q2	$30K	Buy	385 +1	+0.3%	+$87	﹤0.01%	385
2022 Q1	$35K	Buy	+384	New	+$29.9K	﹤0.01%	374
2019 Q3	–	Sell	-43	Closed	-$2K	–	571
2019 Q2	$2K	Sell	43 -319	-88%	-$13.2K	﹤0.01%	477
2019 Q1	$16K	Buy	362 +3	+0.8%	+$128	﹤0.01%	327
2018 Q4	$16K	Buy	359 +2	+0.6%	+$93	﹤0.01%	324
2018 Q3	$18K	Buy	357 +2	+0.6%	+$98	﹤0.01%	310
2018 Q2	$17K	Buy	355 +3	+0.9%	+$135	﹤0.01%	305
2018 Q1	$16K	Buy	352 +42	+14%	+$1.77K	﹤0.01%	306
2017 Q4	$13K	Hold	310	–	–	﹤0.01%	341
2017 Q3	$13K	Hold	310	–	–	﹤0.01%	321
2017 Q2	$13K	Hold	310	–	–	﹤0.01%	314
2017 Q1	$14K	Hold	310	–	–	﹤0.01%	299
2016 Q4	$14K	Buy	+310	New	+$13.7K	﹤0.01%	261

Other funds holding ADM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baystate Wealth Management's ADM Position: Q4 2023 in Review

Baystate Wealth Management increased its Archer Daniels Midland (ADM) stake by 0.75% in Q4 2023, buying an estimated $220 and bringing the position to 402 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Baystate Wealth Management first reported a position in ADM in Q4 2016 and has held it in 19 quarters since. The position peaked at $36K in Q4 2022. 1,111 funds tracked by Wall St. Rank hold ADM as of Q4 2023.

Baystate Wealth Management held 402 shares of Archer Daniels Midland worth $29.1K as of Q4 2023.
Baystate Wealth Management bought 3 Archer Daniels Midland shares in Q4 2023, an estimated $220.
Archer Daniels Midland made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #486 holding.
Baystate Wealth Management first reported a position in Archer Daniels Midland in Q4 2016 and has held it in 19 quarters since.
Baystate Wealth Management's Archer Daniels Midland position peaked at $36K in Q4 2022.
1,111 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.