LifePlan Financial Group’s Automatic Data Processing ADP Stock Holding History

LifePlan Financial 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
2020 Q3	$331K	Hold	2,372	–	–	0.14%	98
2020 Q2	$353K	Sell	2,372 -12	-0.5%	-$1.72K	0.16%	93
2020 Q1	$326K	Hold	2,384	–	–	0.18%	93
2019 Q4	$406K	Hold	2,384	–	–	0.18%	90
2019 Q3	$385K	Hold	2,384	–	–	0.18%	92
2019 Q2	$394K	Hold	2,384	–	–	0.19%	83
2019 Q1	$381K	Hold	2,384	–	–	0.2%	82
2018 Q4	$313K	Hold	2,384	–	–	0.2%	87
2018 Q3	$359K	Hold	2,384	–	–	0.19%	86
2018 Q2	$320K	Hold	2,384	–	–	0.18%	88
2018 Q1	$271K	Hold	2,384	–	–	0.16%	99
2017 Q4	$261K	Hold	2,384	–	–	0.17%	97
2017 Q3	$261K	Buy	2,384 +26	+1%	+$2.78K	0.17%	97
2017 Q2	$242K	Hold	2,358	–	–	0.17%	99
2017 Q1	$241K	Hold	2,358	–	–	0.17%	98
2016 Q4	$242K	Hold	2,358	–	–	0.17%	105
2016 Q3	$208K	Hold	2,358	–	–	0.14%	106
2016 Q2	$217K	Hold	2,358	–	–	0.15%	94
2016 Q1	$212K	Buy	+2,358	New	+$198K	0.15%	93
2015 Q2	–	Sell	-2,358	Closed	-$202K	–	96
2015 Q1	$202K	Buy	+2,358	New	+$203K	0.13%	75
2014 Q2	–	Sell	-2,686	Closed	-$182K	–	69
2014 Q1	$182K	Buy	2,686 +598	+29%	+$40.7K	0.14%	66
2013 Q4	$148K	Hold	2,088	–	–	0.1%	72
2013 Q3	$133K	Hold	2,088	–	–	0.11%	62
2013 Q2	$126K	Buy	+2,088	New	+$125K	0.14%	48

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's ADP Position: Q3 2020 in Review

LifePlan Financial Group held its Automatic Data Processing (ADP) position steady in Q3 2020 at 2,372 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #98.

LifePlan Financial Group first reported a position in ADP in Q2 2013 and has held it in 24 quarters since. The position peaked at $406K in Q4 2019. 1,564 funds tracked by Wall St. Rank hold ADP as of Q3 2020.

LifePlan Financial Group held 2,372 shares of Automatic Data Processing worth $331K as of Q3 2020.
LifePlan Financial Group left its Automatic Data Processing share count unchanged in Q3 2020.
Automatic Data Processing made up 0.14% of LifePlan Financial Group's portfolio in Q3 2020, its #98 holding.
LifePlan Financial Group first reported a position in Automatic Data Processing in Q2 2013 and has held it in 24 quarters since.
LifePlan Financial Group's Automatic Data Processing position peaked at $406K in Q4 2019.
1,564 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.