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Kaizen Advisory’s Automatic Data Processing ADP Stock Holding History

Kaizen Advisory’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
2018
Q4 		$159K Buy
1,214
+133
+12% +$18.8K 0.11% 177
2018
Q3 		$163K Hold
1,081
– – 0.09% 173
2018
Q2 		$145K Buy
1,081
+648
+150% +$82.1K 0.07% 183
2018
Q1 		$49K Hold
433
– – 0.05% 202
2017
Q4 		$51K Buy
+433
New +$49.5K 0.03% 190

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Kaizen Advisory's ADP Position: Q4 2018 in Review

Kaizen Advisory increased its Automatic Data Processing (ADP) stake by 12% in Q4 2018, buying an estimated $18.8K and bringing the position to 1,214 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #177.

Kaizen Advisory first reported a position in ADP in Q4 2017 and has held it in 5 quarters since. The position peaked at $163K in Q3 2018. 1,471 funds tracked by Wall St. Rank hold ADP as of Q4 2018.

  • Kaizen Advisory held 1,214 shares of Automatic Data Processing worth $159K as of Q4 2018.
  • Kaizen Advisory bought 133 Automatic Data Processing shares in Q4 2018, an estimated $18.8K.
  • Automatic Data Processing made up 0.11% of Kaizen Advisory's portfolio in Q4 2018, its #177 holding.
  • Kaizen Advisory first reported a position in Automatic Data Processing in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Automatic Data Processing position peaked at $163K in Q3 2018.
  • 1,471 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.