Halpern Financial’s Automatic Data Processing ADP Stock Holding History

Halpern Financial’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 Q3	$17.3K	Hold	61	–	–	﹤0.01%	135
2024 Q2	$14.6K	Hold	61	–	–	﹤0.01%	143
2024 Q1	$15K	Hold	61	–	–	﹤0.01%	150
2023 Q4	$14.2K	Hold	61	–	–	﹤0.01%	169
2023 Q3	$14.7K	Buy	61 +47	+336%	+$11.5K	0.01%	138
2023 Q2	$3.08K	Buy	+14	New	+$3.02K	﹤0.01%	233
2021 Q4	–	Sell	-86	Closed	-$17.2K	–	249
2021 Q3	$17.2K	Buy	+86	New	+$17.7K	0.01%	129
2021 Q1	–	Sell	-41	Closed	-$7.22K	–	250
2020 Q4	$7.22K	Hold	41	–	–	﹤0.01%	145
2020 Q3	$5.72K	Hold	41	–	–	﹤0.01%	147
2020 Q2	$6.1K	Hold	41	–	–	﹤0.01%	123
2020 Q1	$5.6K	Hold	41	–	–	0.01%	111
2019 Q4	$6.99K	Buy	+41	New	+$6.79K	0.01%	134

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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

Halpern Financial's ADP Position: Q3 2024 in Review

Halpern Financial held its Automatic Data Processing (ADP) position steady in Q3 2024 at 61 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Halpern Financial first reported a position in ADP in Q4 2019 and has held it in 12 quarters since. 2,233 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

Halpern Financial held 61 shares of Automatic Data Processing worth $17.3K as of Q3 2024.
Halpern Financial left its Automatic Data Processing share count unchanged in Q3 2024.
Automatic Data Processing made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #135 holding.
Halpern Financial first reported a position in Automatic Data Processing in Q4 2019 and has held it in 12 quarters since.
2,233 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.