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Financial Insights’s Automatic Data Processing ADP Stock Holding History

Financial Insights’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
Q1 		– Sell
-1,640
Closed -$382K – 160
2023
Q4 		$382K Sell
1,640
-1,894
-54% -$441K 0.12% 117
2023
Q3 		$771K Buy
3,534
+234
+7% +$57.1K 0.28% 69
2023
Q2 		$725K Buy
3,300
+1,035
+46% +$223K 0.27% 66
2023
Q1 		$504K Buy
+2,265
New +$511K 0.21% 82
2021
Q3 		– Sell
-152
Closed -$302K – 83
2021
Q2 		$302K Buy
+152
New +$29.5K 0.03% 200

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Insights's ADP Position: Q1 2024 in Review

Financial Insights sold out of Automatic Data Processing (ADP) in Q1 2024, closing a stake of 1,640 shares — an estimated $382K sold.

Financial Insights first reported a position in ADP in Q2 2021 and held it in 5 quarters. The position peaked at $771K in Q3 2023. 2,160 funds tracked by Wall St. Rank hold ADP as of Q1 2024.

  • Financial Insights reported no remaining Automatic Data Processing position as of Q1 2024 after selling out during the quarter.
  • Financial Insights sold 1,640 Automatic Data Processing shares in Q1 2024, an estimated $382K.
  • Financial Insights first reported a position in Automatic Data Processing in Q2 2021 and held it in 5 quarters.
  • Financial Insights's Automatic Data Processing position peaked at $771K in Q3 2023.
  • 2,160 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2024.

Based on Financial Insights's 13F filing for Q1 2024, filed 25 Apr 2024.