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Berman Capital Advisors’s Automatic Data Processing ADP Stock Holding History

Berman Capital 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
2021
Q3 		$776K Buy
3,887
+328
+9% +$67.6K 0.12% 93
2021
Q2 		$706K Buy
3,559
+221
+7% +$42.9K 0.11% 92
2021
Q1 		$628K Buy
3,338
+98
+3% +$17K 0.13% 84
2020
Q4 		$570K Buy
3,240
+315
+11% +$51.7K 0.14% 78
2020
Q3 		$407K Sell
2,925
-110
-4% -$15.4K 0.12% 80
2020
Q2 		$451K Sell
3,035
-3
-0.1% -$430 0.12% 73
2020
Q1 		$414K Buy
3,038
+185
+6% +$29.8K 0.13% 71
2019
Q4 		$486K Buy
2,853
+1
+0% +$166 0.14% 67
2019
Q3 		$459K Sell
2,852
-1
-0% -$165 0.14% 72
2019
Q2 		$471K Buy
2,853
+73
+3% +$11.9K 0.15% 66
2019
Q1 		$443K Buy
2,780
+67
+2% +$9.73K 0.15% 70
2018
Q4 		$355K Buy
2,713
+411
+18% +$58K 0.14% 67
2018
Q3 		$346K Hold
2,302
– – 0.15% 71
2018
Q2 		$309K Buy
2,302
+46
+2% +$5.83K 0.11% 82
2018
Q1 		$256K Buy
2,256
+219
+11% +$25.5K 0.1% 88
2017
Q4 		$239K Buy
+2,037
New +$233K 0.08% 90

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Berman Capital Advisors's ADP Position: Q3 2021 in Review

Berman Capital Advisors increased its Automatic Data Processing (ADP) stake by 9.2% in Q3 2021, buying an estimated $67.6K and bringing the position to 3,887 shares worth $776K. The position accounts for 0.12% of the portfolio, ranked #93.

Berman Capital Advisors first reported a position in ADP in Q4 2017 and has held it in 16 quarters since. 1,749 funds tracked by Wall St. Rank hold ADP as of Q3 2021.

  • Berman Capital Advisors held 3,887 shares of Automatic Data Processing worth $776K as of Q3 2021.
  • Berman Capital Advisors bought 328 Automatic Data Processing shares in Q3 2021, an estimated $67.6K.
  • Automatic Data Processing made up 0.12% of Berman Capital Advisors's portfolio in Q3 2021, its #93 holding.
  • Berman Capital Advisors first reported a position in Automatic Data Processing in Q4 2017 and has held it in 16 quarters since.
  • 1,749 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.