MRWM
ADP icon

ML&R Wealth Management’s Automatic Data Processing ADP Stock Holding History

ML&R Wealth Management’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 		$249K Hold
997
– – 0.06% 63
2023
Q4 		$232K Sell
997
-2
-0.2% -$466 0.05% 67
2023
Q3 		$240K Buy
999
+3
+0.3% +$731 0.06% 58
2023
Q2 		$219K Hold
996
– – 0.05% 87
2023
Q1 		$222K Buy
+996
New +$225K 0.06% 62

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ML&R Wealth Management's ADP Position: Q1 2024 in Review

ML&R Wealth Management held its Automatic Data Processing (ADP) position steady in Q1 2024 at 997 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #63.

ML&R Wealth Management first reported a position in ADP in Q1 2023 and has held it in 5 quarters since. 2,160 funds tracked by Wall St. Rank hold ADP as of Q1 2024.

  • ML&R Wealth Management held 997 shares of Automatic Data Processing worth $249K as of Q1 2024.
  • ML&R Wealth Management left its Automatic Data Processing share count unchanged in Q1 2024.
  • Automatic Data Processing made up 0.06% of ML&R Wealth Management's portfolio in Q1 2024, its #63 holding.
  • ML&R Wealth Management first reported a position in Automatic Data Processing in Q1 2023 and has held it in 5 quarters since.
  • 2,160 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.