KI
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Kula Investments’s Automatic Data Processing ADP Stock Holding History

Kula Investments’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
2023
Q1 		$393K Sell
1,766
-887
-33% -$200K 0.1% 369
2022
Q4 		$634K Buy
+2,653
New +$651K 0.19% 153

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kula Investments's ADP Position: Q1 2023 in Review

Kula Investments reduced its Automatic Data Processing (ADP) stake by 33% in Q1 2023, selling an estimated $200K and leaving 1,766 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #369.

Kula Investments first reported a position in ADP in Q4 2022 and has held it in 2 quarters since. The position peaked at $634K in Q4 2022. 1,966 funds tracked by Wall St. Rank hold ADP as of Q1 2023.

  • Kula Investments held 1,766 shares of Automatic Data Processing worth $393K as of Q1 2023.
  • Kula Investments sold 887 Automatic Data Processing shares in Q1 2023, an estimated $200K.
  • Automatic Data Processing made up 0.1% of Kula Investments's portfolio in Q1 2023, its #369 holding.
  • Kula Investments first reported a position in Automatic Data Processing in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Automatic Data Processing position peaked at $634K in Q4 2022.
  • 1,966 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.