Oak Ridge Investments’s Automatic Data Processing ADP Stock Holding History

Oak Ridge Investments’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
2021 Q1	–	Sell	-3,186	Closed	-$562K	–	171
2020 Q4	$562K	Sell	3,186 -226	-7%	-$37.1K	0.05%	167
2020 Q3	$476K	Sell	3,412 -25	-0.7%	-$3.5K	0.04%	167
2020 Q2	$512K	Sell	3,437 -1,004	-23%	-$144K	0.04%	160
2020 Q1	$607K	Sell	4,441 -388	-8%	-$62.5K	0.06%	144
2019 Q4	$823K	Sell	4,829 -595	-11%	-$98.5K	0.06%	143
2019 Q3	$876K	Hold	5,424	–	–	0.07%	137
2019 Q2	$897K	Sell	5,424 -20	-0.4%	-$3.25K	0.06%	136
2019 Q1	$870K	Hold	5,444	–	–	0.06%	145
2018 Q4	$714K	Sell	5,444 -147	-3%	-$20.8K	0.05%	145
2018 Q3	$842K	Buy	5,591 +348	+7%	+$49.2K	0.05%	141
2018 Q2	$703K	Buy	5,243 +486	+10%	+$61.6K	0.04%	141
2018 Q1	$540K	Sell	4,757 -47	-1%	-$5.48K	0.03%	148
2017 Q4	$563K	Hold	4,804	–	–	0.03%	151
2017 Q3	$525K	Buy	4,804 +2,520	+110%	+$270K	0.02%	145
2017 Q2	$234K	Buy	+2,284	New	+$231K	0.01%	148
2017 Q1	–	Sell	-2,284	Closed	-$235K	–	142
2016 Q4	$235K	Buy	2,284 +4	+0.2%	+$373	0.01%	142
2016 Q3	$201K	Buy	2,280 +2	+0.1%	+$181	0.01%	141
2016 Q2	$209K	Sell	2,278 -5	-0.2%	-$442	0.01%	137
2016 Q1	$205K	Buy	+2,283	New	+$191K	0.01%	135

Other funds holding ADP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Ridge Investments's ADP Position: Q1 2021 in Review

Oak Ridge Investments sold out of Automatic Data Processing (ADP) in Q1 2021, closing a stake of 3,186 shares — an estimated $562K sold.

Oak Ridge Investments first reported a position in ADP in Q1 2016 and held it in 19 quarters. The position peaked at $897K in Q2 2019. 1,727 funds tracked by Wall St. Rank hold ADP as of Q1 2021.

Oak Ridge Investments reported no remaining Automatic Data Processing position as of Q1 2021 after selling out during the quarter.
Oak Ridge Investments sold 3,186 Automatic Data Processing shares in Q1 2021, an estimated $562K.
Oak Ridge Investments first reported a position in Automatic Data Processing in Q1 2016 and held it in 19 quarters.
Oak Ridge Investments's Automatic Data Processing position peaked at $897K in Q2 2019.
1,727 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2021.

Based on Oak Ridge Investments's 13F filing for Q1 2021, filed 4 May 2021.