MPS Loria Financial Planners’s Archer Daniels Midland ADM Stock Holding History

MPS Loria Financial Planners’s Portfolio ADM Stock Details ADM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,102	Closed	-$842K	–	81
2024 Q3	$842K	Hold	14,102	–	–	0.25%	31
2024 Q2	$852K	Hold	14,102	–	–	0.27%	31
2024 Q1	$886K	Hold	14,102	–	–	0.3%	30
2023 Q4	$1.02M	Hold	14,102	–	–	0.36%	26
2023 Q3	$1.06M	Hold	14,102	–	–	0.42%	23
2023 Q2	$1.07M	Hold	14,102	–	–	0.4%	23
2023 Q1	$1.12M	Buy	14,102 +36	+0.3%	+$2.94K	0.45%	21
2022 Q4	$1.31M	Sell	14,066 -36	-0.3%	-$3.32K	0.58%	18
2022 Q3	$1.14M	Buy	14,102 +36	+0.3%	+$2.96K	0.44%	20
2022 Q2	$1.09M	Hold	14,066	–	–	0.49%	20
2022 Q1	$1.27M	Sell	14,066 -14,730	-51%	-$1.15M	0.53%	18
2021 Q4	$1.95M	Buy	+28,796	New	+$1.86M	0.79%	12
2021 Q2	–	Sell	-353	Closed	-$20K	–	90
2021 Q1	$20K	Hold	353	–	–	0.01%	236
2020 Q4	$18K	Buy	353 +53	+18%	+$2.62K	0.01%	242
2020 Q3	$14K	Hold	300	–	–	0.01%	217
2020 Q2	$12K	Buy	+300	New	+$11.2K	0.01%	233
2017 Q3	–	Sell	-300	Closed	-$13K	–	76
2017 Q2	$13K	Buy	+300	New	+$12.9K	0.01%	271

Other funds holding ADM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's ADM Position: Q4 2024 in Review

MPS Loria Financial Planners sold out of Archer Daniels Midland (ADM) in Q4 2024, closing a stake of 14,102 shares — an estimated $842K sold.

MPS Loria Financial Planners first reported a position in ADM in Q2 2017 and held it in 17 quarters. The position peaked at $1.95M in Q4 2021. 965 funds tracked by Wall St. Rank hold ADM as of Q4 2024.

MPS Loria Financial Planners reported no remaining Archer Daniels Midland position as of Q4 2024 after selling out during the quarter.
MPS Loria Financial Planners sold 14,102 Archer Daniels Midland shares in Q4 2024, an estimated $842K.
MPS Loria Financial Planners first reported a position in Archer Daniels Midland in Q2 2017 and held it in 17 quarters.
MPS Loria Financial Planners's Archer Daniels Midland position peaked at $1.95M in Q4 2021.
965 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2024.

Based on MPS Loria Financial Planners's 13F filing for Q4 2024, filed 14 Jan 2025.