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Lee Financial’s Automatic Data Processing ADP Stock Holding History

Lee Financial’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
Q1 		– Sell
-127
Closed -$29.8K – 159
2023
Q4 		$29.8K Buy
127
+19
+18% +$4.43K 0.01% 270
2023
Q3 		$26.1K Hold
108
– – ﹤0.01% 274
2023
Q2 		$23.9K Sell
108
-76
-41% -$16.4K ﹤0.01% 279
2023
Q1 		$41.2K Buy
184
+79
+75% +$17.8K 0.01% 247
2022
Q4 		$25.1K Hold
105
– – ﹤0.01% 313
2022
Q3 		$24K Hold
105
– – ﹤0.01% 311
2022
Q2 		$22K Buy
105
+5
+5% +$1.1K ﹤0.01% 321
2022
Q1 		$23K Buy
100
+99
+9,900% +$21.2K ﹤0.01% 318
2021
Q4 		$0 Buy
+1
New +$226 ﹤0.01% 897
2018
Q4 		– Sell
-25
Closed -$4K – 435
2018
Q3 		$4K Sell
25
-2,238
-99% -$317K ﹤0.01% 410
2018
Q2 		$304K Sell
2,263
-465
-17% -$58.9K 0.07% 119
2018
Q1 		$310K Buy
+2,728
New +$318K 0.08% 121
2017
Q1 		– Sell
-159
Closed -$14K – 402
2016
Q4 		$14K Buy
+159
New +$14.8K 0.01% 248

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 $3.38T AUM 44.17% 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

Lee Financial's ADP Position: Q1 2024 in Review

Lee Financial sold out of Automatic Data Processing (ADP) in Q1 2024, closing a stake of 127 shares — an estimated $29.8K sold.

Lee Financial first reported a position in ADP in Q4 2016 and held it in 13 quarters. The position peaked at $310K in Q1 2018. 2,164 funds tracked by Wall St. Rank hold ADP as of Q1 2024.

  • Lee Financial reported no remaining Automatic Data Processing position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 127 Automatic Data Processing shares in Q1 2024, an estimated $29.8K.
  • Lee Financial first reported a position in Automatic Data Processing in Q4 2016 and held it in 13 quarters.
  • Lee Financial's Automatic Data Processing position peaked at $310K in Q1 2018.
  • 2,164 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.