EA
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Elm Advisors’s Automatic Data Processing ADP Stock Holding History

Elm 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
Q1 		– Sell
-275
Closed -$48K – 92
2020
Q4 		$48K Buy
+275
New +$45.2K 0.03% 164
2018
Q4 		– Sell
-275
Closed -$41K – 84
2018
Q3 		$41K Buy
+275
New +$38.9K 0.03% 177

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 $3.37T AUM 44.26% 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

Elm Advisors's ADP Position: Q1 2021 in Review

Elm Advisors sold out of Automatic Data Processing (ADP) in Q1 2021, closing a stake of 275 shares — an estimated $48K sold.

Elm Advisors first reported a position in ADP in Q3 2018 and held it in 2 quarters. The position peaked at $48K in Q4 2020. 1,727 funds tracked by Wall St. Rank hold ADP as of Q1 2021.

  • Elm Advisors reported no remaining Automatic Data Processing position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 275 Automatic Data Processing shares in Q1 2021, an estimated $48K.
  • Elm Advisors first reported a position in Automatic Data Processing in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Automatic Data Processing position peaked at $48K in Q4 2020.
  • 1,727 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.