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Disciplined Investments’s Automatic Data Processing ADP Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-187
Closed -$41.1K – 132
2023
Q2 		$41.1K Hold
187
– – 0.02% 217
2023
Q1 		$41.6K Sell
187
-7
-4% -$1.58K 0.02% 241
2022
Q4 		$46.3K Hold
194
– – 0.02% 209
2022
Q3 		$44K Buy
194
+4
+2% +$944 0.02% 232
2022
Q2 		$40K Buy
190
+2
+1% +$438 0.02% 240
2022
Q1 		$43K Buy
188
+33
+21% +$7.07K 0.02% 245
2021
Q4 		$38K Hold
155
– – 0.02% 236
2021
Q3 		$31K Hold
155
– – 0.02% 235
2021
Q2 		$31K Buy
+155
New +$30.1K 0.02% 228

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return