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Opus Investment Management’s Automatic Data Processing ADP Stock Holding History

Opus Investment 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
2022
Q4 		– Sell
-4,600
Closed -$1.04M – 74
2022
Q3 		$1.04M Hold
4,600
– – 0.24% 82
2022
Q2 		$966K Sell
4,600
-12,000
-72% -$2.63M 0.21% 81
2022
Q1 		$3.78M Hold
16,600
– – 0.58% 63
2021
Q4 		$4.09M Sell
16,600
-3,000
-15% -$679K 0.59% 62
2021
Q3 		$3.92M Hold
19,600
– – 0.6% 56
2021
Q2 		$3.89M Hold
19,600
– – 0.59% 56
2021
Q1 		$3.69M Buy
19,600
+6,000
+44% +$1.04M 0.54% 57
2020
Q4 		$2.4M Hold
13,600
– – 0.38% 71
2020
Q3 		$1.9M Buy
+13,600
New +$1.91M 0.36% 73

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Opus Investment Management's ADP Position: Q4 2022 in Review

Opus Investment Management sold out of Automatic Data Processing (ADP) in Q4 2022, closing a stake of 4,600 shares — an estimated $1.04M sold.

Opus Investment Management first reported a position in ADP in Q3 2020 and held it in 9 quarters. The position peaked at $4.09M in Q4 2021. 2,056 funds tracked by Wall St. Rank hold ADP as of Q4 2022.

  • Opus Investment Management reported no remaining Automatic Data Processing position as of Q4 2022 after selling out during the quarter.
  • Opus Investment Management sold 4,600 Automatic Data Processing shares in Q4 2022, an estimated $1.04M.
  • Opus Investment Management first reported a position in Automatic Data Processing in Q3 2020 and held it in 9 quarters.
  • Opus Investment Management's Automatic Data Processing position peaked at $4.09M in Q4 2021.
  • 2,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2022.

Based on Opus Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.