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Institutional & Family Asset Management’s Automatic Data Processing ADP Stock Holding History

Institutional & Family Asset Management’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
Q2 		$28.4K Buy
119
+1
+0.8% +$246 ﹤0.01% 297
2024
Q1 		$29.5K Hold
118
– – ﹤0.01% 293
2023
Q4 		$27.5K Sell
118
-59
-33% -$13.7K ﹤0.01% 289
2023
Q3 		$42.6K Hold
177
– – 0.01% 231
2023
Q2 		$38.9K Buy
177
+100
+130% +$21.6K 0.01% 242
2023
Q1 		$17.1K Hold
77
– – ﹤0.01% 329
2022
Q4 		$18.4K Sell
77
-1
-1% -$246 ﹤0.01% 312
2022
Q3 		$18K Hold
78
– – ﹤0.01% 320
2022
Q2 		$16K Hold
78
– – ﹤0.01% 339
2022
Q1 		$18K Buy
78
+3
+4% +$642 ﹤0.01% 364
2021
Q4 		$18K Hold
75
– – ﹤0.01% 379
2021
Q3 		$15K Hold
75
– – ﹤0.01% 483
2021
Q2 		$15K Hold
75
– – ﹤0.01% 514
2021
Q1 		$14K Hold
75
– – ﹤0.01% 522
2020
Q4 		$13K Hold
75
– – ﹤0.01% 495
2020
Q3 		$10K Sell
75
-380
-84% -$53.3K ﹤0.01% 479
2020
Q2 		$68K Sell
455
-14
-3% -$2K 0.01% 275
2020
Q1 		$64K Sell
469
-1
-0.2% -$161 0.01% 252
2019
Q4 		$80K Buy
470
+14
+3% +$2.32K 0.02% 274
2019
Q3 		$74K Sell
456
-9
-2% -$1.49K 0.02% 256
2019
Q2 		$77K Hold
465
– – 0.02% 264
2019
Q1 		$74K Hold
465
– – 0.02% 275
2018
Q4 		$61K Hold
465
– – 0.01% 292
2018
Q3 		$70K Hold
465
– – 0.01% 320
2018
Q2 		$62K Buy
465
+15
+3% +$1.9K 0.01% 330
2018
Q1 		$51K Buy
+450
New +$52.5K 0.01% 321
2017
Q1 		– Sell
-39,331
Closed -$4.04M – 125
2016
Q4 		$4.04M Buy
39,331
+1,468
+4% +$137K 1.27% 22
2016
Q3 		$3.34M Buy
37,863
+2,831
+8% +$257K 1.11% 49
2016
Q2 		$3.22M Buy
35,032
+4,930
+16% +$435K 1.12% 42
2016
Q1 		$2.55M Sell
30,102
-71
-0.2% -$5.95K 0.95% 49
2015
Q4 		$2.56M Buy
+30,173
New +$2.6M 0.96% 49

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Institutional & Family Asset Management's ADP Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Automatic Data Processing (ADP) stake by 0.85% in Q2 2024, buying an estimated $246 and bringing the position to 119 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Institutional & Family Asset Management first reported a position in ADP in Q4 2015 and has held it in 31 quarters since. The position peaked at $4.04M in Q4 2016. 2,169 funds tracked by Wall St. Rank hold ADP as of Q2 2024.

  • Institutional & Family Asset Management held 119 shares of Automatic Data Processing worth $28.4K as of Q2 2024.
  • Institutional & Family Asset Management bought 1 Automatic Data Processing share in Q2 2024, an estimated $246.
  • Automatic Data Processing made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #297 holding.
  • Institutional & Family Asset Management first reported a position in Automatic Data Processing in Q4 2015 and has held it in 31 quarters since.
  • Institutional & Family Asset Management's Automatic Data Processing position peaked at $4.04M in Q4 2016.
  • 2,169 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.