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Birch Capital Management’s Automatic Data Processing ADP Stock Holding History

Birch Capital Management’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
Q1 		– Sell
-1,190
Closed -$210K – 83
2020
Q4 		$210K Hold
1,190
– – 0.16% 57
2020
Q3 		$166K Sell
1,190
-1,867
-61% -$262K 0.14% 58
2020
Q2 		$455K Hold
3,057
– – 0.43% 44
2020
Q1 		$418K Hold
3,057
– – 0.48% 41
2019
Q4 		$521K Buy
+3,057
New +$506K 0.51% 43

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birch Capital Management's ADP Position: Q1 2021 in Review

Birch Capital Management sold out of Automatic Data Processing (ADP) in Q1 2021, closing a stake of 1,190 shares — an estimated $210K sold.

Birch Capital Management first reported a position in ADP in Q4 2019 and held it in 5 quarters. The position peaked at $521K in Q4 2019. 1,726 funds tracked by Wall St. Rank hold ADP as of Q1 2021.

  • Birch Capital Management reported no remaining Automatic Data Processing position as of Q1 2021 after selling out during the quarter.
  • Birch Capital Management sold 1,190 Automatic Data Processing shares in Q1 2021, an estimated $210K.
  • Birch Capital Management first reported a position in Automatic Data Processing in Q4 2019 and held it in 5 quarters.
  • Birch Capital Management's Automatic Data Processing position peaked at $521K in Q4 2019.
  • 1,726 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2021.

Based on Birch Capital Management's 13F filing for Q1 2021, filed 5 Apr 2021.