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Bison Wealth’s Automatic Data Processing ADP Stock Holding History

Bison Wealth’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
Q4 		$1.07M Buy
3,664
+681
+23% +$201K 0.24% 86
2024
Q3 		$826K Buy
2,983
+1,495
+100% +$391K 0.13% 160
2024
Q2 		$372K Hold
1,488
– – 0.06% 288
2024
Q1 		$372K Sell
1,488
-43
-3% -$10.5K 0.06% 288
2023
Q4 		$357K Buy
1,531
+561
+58% +$131K 0.06% 285
2023
Q3 		$233K Hold
970
– – 0.05% 344
2023
Q2 		$213K Buy
+970
New +$209K 0.04% 346
2021
Q4 		– Sell
-1,595
Closed -$319K – 358
2021
Q3 		$319K Hold
1,595
– – 0.15% 168
2021
Q2 		$317K Sell
1,595
-1,049
-40% -$204K 0.14% 177
2021
Q1 		$498K Sell
2,644
-822
-24% -$143K 0.21% 125
2020
Q4 		$611K Buy
3,466
+1,465
+73% +$241K 0.29% 84
2020
Q3 		$279K Buy
2,001
+170
+9% +$23.8K 0.16% 143
2020
Q2 		$273K Hold
1,831
– – 0.17% 143
2020
Q1 		$250K Sell
1,831
-75
-4% -$12.1K 0.18% 142
2019
Q4 		$325K Hold
1,906
– – 0.16% 162
2019
Q3 		$308K Sell
1,906
-135
-7% -$22.3K 0.17% 154
2019
Q2 		$337K Buy
2,041
+50
+3% +$8.12K 0.2% 143
2019
Q1 		$318K Buy
1,991
+58
+3% +$8.43K 0.2% 148
2018
Q4 		$253K Sell
1,933
-74
-4% -$10.4K 0.18% 160
2018
Q3 		$302K Buy
+2,007
New +$284K 0.2% 150
2015
Q2 		– Sell
-2,394
Closed -$205K – 249
2015
Q1 		$205K Buy
+2,394
New +$206K 0.12% 209

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bison Wealth's ADP Position: Q4 2024 in Review

Bison Wealth increased its Automatic Data Processing (ADP) stake by 23% in Q4 2024, buying an estimated $201K and bringing the position to 3,664 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #86.

Bison Wealth first reported a position in ADP in Q1 2015 and has held it in 21 quarters since. 2,414 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Bison Wealth held 3,664 shares of Automatic Data Processing worth $1.07M as of Q4 2024.
  • Bison Wealth bought 681 Automatic Data Processing shares in Q4 2024, an estimated $201K.
  • Automatic Data Processing made up 0.24% of Bison Wealth's portfolio in Q4 2024, its #86 holding.
  • Bison Wealth first reported a position in Automatic Data Processing in Q1 2015 and has held it in 21 quarters since.
  • 2,414 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.