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Leonard Rickey Investment Advisors’s Adobe ADBE Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-455
Closed -$236K – 108
2024
Q3 		$236K Buy
455
+48
+12% +$26.3K 0.05% 101
2024
Q2 		$226K Buy
+407
New +$197K 0.05% 94
2024
Q1 		– Sell
-345
Closed -$206K – 95
2023
Q4 		$206K Buy
+345
New +$199K 0.06% 83

Other funds holding ADBE

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Leonard Rickey Investment Advisors's ADBE Position: Q4 2024 in Review

Leonard Rickey Investment Advisors sold out of Adobe (ADBE) in Q4 2024, closing a stake of 455 shares — an estimated $236K sold.

Leonard Rickey Investment Advisors first reported a position in ADBE in Q4 2023 and held it in 3 quarters. The position peaked at $236K in Q3 2024. 2,861 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

  • Leonard Rickey Investment Advisors reported no remaining Adobe position as of Q4 2024 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 455 Adobe shares in Q4 2024, an estimated $236K.
  • Leonard Rickey Investment Advisors first reported a position in Adobe in Q4 2023 and held it in 3 quarters.
  • Leonard Rickey Investment Advisors's Adobe position peaked at $236K in Q3 2024.
  • 2,861 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on Leonard Rickey Investment Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.