Evelyn V. Moreno’s Automatic Data Processing ADP Stock Holding History

Evelyn V. Moreno’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 Q4	$1.18M	Sell	5,045 -777	-13%	-$181K	0.55%	50
2023 Q3	$1.4M	Buy	5,822 +3,302	+131%	+$805K	0.31%	62
2023 Q2	$554K	Sell	2,520 -610	-19%	-$132K	0.12%	70
2023 Q1	$697K	Sell	3,130 -550	-15%	-$124K	0.16%	66
2022 Q4	$879K	Buy	3,680 +2,040	+124%	+$501K	0.2%	67
2022 Q3	$371K	Sell	1,640 -2,340	-59%	-$552K	0.17%	102
2022 Q2	$836K	Buy	3,980 +1,094	+38%	+$240K	0.2%	62
2022 Q1	$657K	Buy	2,886 +546	+23%	+$117K	0.13%	61
2021 Q4	$577K	Buy	2,340 +40	+2%	+$9.06K	0.12%	55
2021 Q3	$460K	Sell	2,300 -723	-24%	-$149K	0.11%	55
2021 Q2	$600K	Sell	3,023 -980	-24%	-$190K	0.14%	52
2021 Q1	$754K	Hold	4,003	–	–	0.18%	54
2020 Q4	$706K	Sell	4,003 -575	-13%	-$94.4K	0.18%	54
2020 Q3	$638K	Sell	4,578 -230	-5%	-$32.2K	0.17%	58
2020 Q2	$716K	Sell	4,808 -795	-14%	-$114K	0.21%	56
2020 Q1	$766K	Sell	5,603 -535	-9%	-$86.2K	0.26%	55
2019 Q4	$1.05M	Sell	6,138 -670	-10%	-$111K	0.28%	53
2019 Q3	$1.1M	Buy	6,808 +1,490	+28%	+$246K	0.3%	52
2019 Q2	$879K	Sell	5,318 -1,835	-26%	-$298K	0.27%	48
2019 Q1	$1.14M	Sell	7,153 -5	-0.1%	-$726	0.34%	50
2018 Q4	$939K	Sell	7,158 -440	-6%	-$62.1K	0.31%	49
2018 Q3	$1.15M	Sell	7,598 -1,650	-18%	-$233K	0.32%	49
2018 Q2	$1.24M	Buy	9,248 +75	+0.8%	+$9.51K	0.36%	49
2018 Q1	$1.04M	Sell	9,173 -1,290	-12%	-$150K	0.32%	51
2017 Q4	$1.23M	Sell	10,463 -7,400	-41%	-$846K	0.37%	49
2017 Q3	$1.95M	Sell	17,863 -25	-0.1%	-$2.68K	0.58%	49
2017 Q2	$1.83M	Sell	17,888 -12,380	-41%	-$1.25M	0.56%	48
2017 Q1	$3.1M	Buy	30,268 +6,575	+28%	+$671K	0.94%	44
2016 Q4	$2.44M	Sell	23,693 -420	-2%	-$39.2K	0.88%	44
2016 Q3	$2.13M	Sell	24,113 -213	-0.9%	-$19.3K	0.78%	48
2016 Q2	$2.23M	Sell	24,326 -50	-0.2%	-$4.42K	0.85%	48
2016 Q1	$2.19M	Sell	24,376 -175	-0.7%	-$14.7K	0.85%	46
2015 Q4	$2.08M	Sell	24,551 -300	-1%	-$25.8K	0.87%	48
2015 Q3	$2M	Sell	24,851 -80	-0.3%	-$6.41K	0.86%	50
2015 Q2	$2M	Sell	24,931 -1,036	-4%	-$88.3K	0.8%	54
2015 Q1	$2.22M	Sell	25,967 -2,313	-8%	-$199K	0.84%	53
2014 Q4	$2.36M	Sell	28,280 -2,736	-9%	-$222K	0.87%	53
2014 Q3	$2.26M	Sell	31,016 -1,278	-4%	-$92.3K	0.87%	53
2014 Q2	$2.25M	Sell	32,294 -1,686	-5%	-$115K	0.84%	53
2014 Q1	$2.31M	Buy	33,980 +832	+3%	+$56.7K	0.91%	54
2013 Q4	$2.35M	Buy	+33,148	New	+$2.23M	0.97%	52

Other funds holding ADP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Evelyn V. Moreno's ADP Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Automatic Data Processing (ADP) stake by 13% in Q4 2023, selling an estimated $181K and leaving 5,045 shares worth $1.18M. The position accounts for 0.55% of the portfolio, ranked #50.

Evelyn V. Moreno first reported a position in ADP in Q4 2013 and has held it in 41 quarters since. The position peaked at $3.1M in Q1 2017. 2,121 funds tracked by Wall St. Rank hold ADP as of Q4 2023.

Evelyn V. Moreno held 5,045 shares of Automatic Data Processing worth $1.18M as of Q4 2023.
Evelyn V. Moreno sold 777 Automatic Data Processing shares in Q4 2023, an estimated $181K.
Automatic Data Processing made up 0.55% of Evelyn V. Moreno's portfolio in Q4 2023, its #50 holding.
Evelyn V. Moreno first reported a position in Automatic Data Processing in Q4 2013 and has held it in 41 quarters since.
Evelyn V. Moreno's Automatic Data Processing position peaked at $3.1M in Q1 2017.
2,121 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.