Epic Trust Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Epic Trust Investment 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
2024 Q2	$256K	Buy	1,074 +161	+18%	+$39.5K	0.28%	91
2024 Q1	$228K	Buy	913 +30	+3%	+$7.33K	0.28%	102
2023 Q4	$206K	Sell	883 -58	-6%	-$13.5K	0.28%	99
2023 Q3	$226K	Sell	941 -105	-10%	-$25.6K	0.36%	79
2023 Q2	$230K	Buy	1,046 +125	+14%	+$27K	0.33%	83
2023 Q1	$205K	Buy	+921	New	+$208K	0.25%	108

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Epic Trust Investment Advisors's ADP Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Automatic Data Processing (ADP) stake by 18% in Q2 2024, buying an estimated $39.5K and bringing the position to 1,074 shares worth $256K. The position accounts for 0.28% of the portfolio, ranked #91.

Epic Trust Investment Advisors first reported a position in ADP in Q1 2023 and has held it in 6 quarters since. 2,168 funds tracked by Wall St. Rank hold ADP as of Q2 2024.

Epic Trust Investment Advisors held 1,074 shares of Automatic Data Processing worth $256K as of Q2 2024.
Epic Trust Investment Advisors bought 161 Automatic Data Processing shares in Q2 2024, an estimated $39.5K.
Automatic Data Processing made up 0.28% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #91 holding.
Epic Trust Investment Advisors first reported a position in Automatic Data Processing in Q1 2023 and has held it in 6 quarters since.
2,168 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.