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Lake Street Advisors Group’s Automatic Data Processing ADP Stock Holding History

Lake Street Advisors Group’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 		$3.09M Buy
10,498
+210
+2% +$62.1K 0.14% 97
2024
Q3 		$2.86M Buy
10,288
+472
+5% +$123K 0.13% 85
2024
Q2 		$2.36M Sell
9,816
-91
-0.9% -$22.3K 0.11% 113
2024
Q1 		$2.49M Buy
9,907
+267
+3% +$65.2K 0.12% 116
2023
Q4 		$2.26M Buy
+9,640
New +$2.25M 0.11% 124
2021
Q3 		– Sell
-2,886
Closed -$620K – 230
2021
Q2 		$620K Sell
2,886
-5
-0.2% -$972 0.05% 148
2021
Q1 		$545K Sell
2,891
-933
-24% -$162K 0.04% 148
2020
Q4 		$674K Buy
3,824
+253
+7% +$41.6K 0.06% 127
2020
Q3 		$498K Sell
3,571
-26
-0.7% -$3.64K 0.05% 146
2020
Q2 		$536K Sell
3,597
-79
-2% -$11.3K 0.05% 128
2020
Q1 		$502K Buy
3,676
+1,166
+46% +$188K 0.06% 113
2019
Q4 		$428K Buy
2,510
+130
+5% +$21.5K 0.04% 130
2019
Q3 		$368K Sell
2,380
-7
-0.3% -$1.16K 0.04% 126
2019
Q2 		$395K Buy
2,387
+323
+16% +$52.5K 0.04% 120
2019
Q1 		$330K Buy
2,064
+111
+6% +$16.1K 0.03% 139
2018
Q4 		$256K Sell
1,953
-95
-5% -$13.4K 0.03% 151
2018
Q3 		$309K Sell
2,048
-1,840
-47% -$260K 0.03% 134
2018
Q2 		$522K Sell
3,888
-1,252
-24% -$159K 0.05% 150
2018
Q1 		$583K Buy
+5,140
New +$599K 0.07% 117

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

Lake Street Advisors Group's ADP Position: Q4 2024 in Review

Lake Street Advisors Group increased its Automatic Data Processing (ADP) stake by 2% in Q4 2024, buying an estimated $62.1K and bringing the position to 10,498 shares worth $3.09M. The position accounts for 0.14% of the portfolio, ranked #97.

Lake Street Advisors Group first reported a position in ADP in Q1 2018 and has held it in 19 quarters since. 2,414 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Lake Street Advisors Group held 10,498 shares of Automatic Data Processing worth $3.09M as of Q4 2024.
  • Lake Street Advisors Group bought 210 Automatic Data Processing shares in Q4 2024, an estimated $62.1K.
  • Automatic Data Processing made up 0.14% of Lake Street Advisors Group's portfolio in Q4 2024, its #97 holding.
  • Lake Street Advisors Group first reported a position in Automatic Data Processing in Q1 2018 and has held it in 19 quarters since.
  • 2,414 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.