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

Bourgeon 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
2020
Q3 		– Sell
-50
Closed -$7K – 298
2020
Q2 		$7K Hold
50
– – ﹤0.01% 202
2020
Q1 		$7K Buy
+50
New +$8.06K ﹤0.01% 197

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bourgeon Capital Management's ADP Position: Q3 2020 in Review

Bourgeon Capital Management sold out of Automatic Data Processing (ADP) in Q3 2020, closing a stake of 50 shares — an estimated $7K sold.

Bourgeon Capital Management first reported a position in ADP in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 1,565 funds tracked by Wall St. Rank hold ADP as of Q3 2020.

  • Bourgeon Capital Management reported no remaining Automatic Data Processing position as of Q3 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 50 Automatic Data Processing shares in Q3 2020, an estimated $7K.
  • Bourgeon Capital Management first reported a position in Automatic Data Processing in Q1 2020 and held it in 2 quarters.
  • Bourgeon Capital Management's Automatic Data Processing position peaked at $7K in Q2 2020.
  • 1,565 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2020.

Based on Bourgeon Capital Management's 13F filing for Q3 2020, filed 28 Oct 2020.