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Householder Group Estate & Retirement Specialist’s Automatic Data Processing ADP Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-1,888
Closed -$522K – 547
2024
Q3 		$522K Sell
1,888
-333
-15% -$87.1K 0.15% 134
2024
Q2 		$530K Sell
2,221
-503
-18% -$123K 0.15% 132
2024
Q1 		$680K Buy
2,724
+12
+0.4% +$2.93K 0.2% 102
2023
Q4 		$631K Sell
2,712
-126
-4% -$29.4K 0.21% 98
2023
Q3 		$683K Buy
+2,838
New +$692K 0.25% 83
2023
Q1 		$761K Sell
3,420
-55
-2% -$12.4K 0.29% 77
2022
Q4 		$830K Buy
3,475
+43
+1% +$10.6K 1.24% 17
2022
Q3 		$776K Buy
3,432
+313
+10% +$73.8K 0.32% 68
2022
Q2 		$655K Buy
3,119
+11
+0.4% +$2.41K 0.29% 81
2022
Q1 		$707K Buy
3,108
+65
+2% +$13.9K 0.29% 94
2021
Q4 		$750K Buy
+3,043
New +$689K 0.28% 96

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 $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ADP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Automatic Data Processing (ADP) in Q4 2024, closing a stake of 1,888 shares — an estimated $522K sold.

Householder Group Estate & Retirement Specialist first reported a position in ADP in Q4 2021 and held it in 11 quarters. The position peaked at $830K in Q4 2022. 2,414 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Automatic Data Processing position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,888 Automatic Data Processing shares in Q4 2024, an estimated $522K.
  • Householder Group Estate & Retirement Specialist first reported a position in Automatic Data Processing in Q4 2021 and held it in 11 quarters.
  • Householder Group Estate & Retirement Specialist's Automatic Data Processing position peaked at $830K in Q4 2022.
  • 2,414 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.