Northstar Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Northstar Wealth Partners’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	$1.35M	Sell	9,711 -1,993	-17%	-$279K	0.63%	54
2020 Q2	$1.74M	Buy	11,704 +37	+0.3%	+$5.3K	0.73%	46
2020 Q1	$1.59M	Sell	11,667 -659	-5%	-$106K	0.81%	42
2019 Q4	$2.1M	Sell	12,326 -150	-1%	-$24.8K	0.86%	37
2019 Q3	$2.01M	Buy	12,476 +194	+2%	+$32K	0.88%	36
2019 Q2	$2.03M	Hold	12,282	–	–	0.9%	35
2019 Q1	$1.96M	Hold	12,282	–	–	0.9%	36
2018 Q4	$1.61M	Hold	12,282	–	–	0.84%	39
2018 Q3	$1.85M	Buy	12,282 +762	+7%	+$108K	0.89%	38
2018 Q2	$1.54M	Hold	11,520	–	–	0.77%	43
2018 Q1	$1.31M	Buy	11,520 +8,075	+234%	+$942K	0.67%	47
2017 Q4	$406K	Buy	3,445 +145	+4%	+$16.6K	0.36%	82
2017 Q3	$374K	Sell	3,300 -264	-7%	-$28.3K	0.37%	84
2017 Q2	$369K	Sell	3,564 -2	-0.1%	-$202	0.34%	88
2017 Q1	$363K	Buy	+3,566	New	+$364K	0.34%	93

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

Northstar Wealth Partners's ADP Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Automatic Data Processing (ADP) stake by 17% in Q3 2020, selling an estimated $279K and leaving 9,711 shares worth $1.35M. The position accounts for 0.63% of the portfolio, ranked #54.

Northstar Wealth Partners first reported a position in ADP in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.1M in Q4 2019. 1,565 funds tracked by Wall St. Rank hold ADP as of Q3 2020.

Northstar Wealth Partners held 9,711 shares of Automatic Data Processing worth $1.35M as of Q3 2020.
Northstar Wealth Partners sold 1,993 Automatic Data Processing shares in Q3 2020, an estimated $279K.
Automatic Data Processing made up 0.63% of Northstar Wealth Partners's portfolio in Q3 2020, its #54 holding.
Northstar Wealth Partners first reported a position in Automatic Data Processing in Q1 2017 and has held it in 15 quarters since.
Northstar Wealth Partners's Automatic Data Processing position peaked at $2.1M in Q4 2019.
1,565 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.