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Geller Advisors’s Automatic Data Processing ADP Stock Holding History

Geller 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
Q4 		$540K Buy
1,836
+29
+2% +$8.57K 0.04% 122
2024
Q3 		$503K Sell
1,807
-177
-9% -$46.3K 0.03% 140
2024
Q2 		$476K Buy
1,984
+51
+3% +$12.5K 0.04% 148
2024
Q1 		$485K Sell
1,933
-304
-14% -$74.3K 0.04% 147
2023
Q4 		$524K Sell
2,237
-201
-8% -$46.8K 0.05% 118
2023
Q3 		$590K Buy
2,438
+76
+3% +$18.5K 0.07% 96
2023
Q2 		$522K Buy
2,362
+227
+11% +$48.9K 0.07% 109
2023
Q1 		$478K Buy
2,135
+44
+2% +$9.93K 0.07% 70
2022
Q4 		$502K Buy
2,091
+24
+1% +$5.89K 0.09% 53
2022
Q3 		$469K Buy
2,067
+518
+33% +$122K 0.1% 52
2022
Q2 		$327K Sell
1,549
-39
-2% -$8.55K 0.07% 80
2022
Q1 		$363K Buy
1,588
+212
+15% +$45.4K 0.07% 84
2021
Q4 		$341K Buy
1,376
+3
+0.2% +$679 0.07% 103
2021
Q3 		$276K Buy
1,373
+77
+6% +$15.9K 0.06% 114
2021
Q2 		$259K Buy
1,296
+5
+0.4% +$972 0.06% 106
2021
Q1 		$245K Buy
1,291
+137
+12% +$23.8K 0.06% 101
2020
Q4 		$233K Buy
+1,154
New +$190K 0.06% 100
2020
Q3 		– Sell
-1,633
Closed -$245K – 83
2020
Q2 		$245K Buy
+1,633
New +$234K 0.07% 66
2019
Q4 		– Sell
-1,333
Closed -$216K – 61
2019
Q3 		$216K Buy
+1,333
New +$220K 0.08% 62

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geller Advisors's ADP Position: Q4 2024 in Review

Geller Advisors increased its Automatic Data Processing (ADP) stake by 1.6% in Q4 2024, buying an estimated $8.57K and bringing the position to 1,836 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #122.

Geller Advisors first reported a position in ADP in Q3 2019 and has held it in 19 quarters since. The position peaked at $590K in Q3 2023. 2,413 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Geller Advisors held 1,836 shares of Automatic Data Processing worth $540K as of Q4 2024.
  • Geller Advisors bought 29 Automatic Data Processing shares in Q4 2024, an estimated $8.57K.
  • Automatic Data Processing made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #122 holding.
  • Geller Advisors first reported a position in Automatic Data Processing in Q3 2019 and has held it in 19 quarters since.
  • Geller Advisors's Automatic Data Processing position peaked at $590K in Q3 2023.
  • 2,413 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.