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Partners Capital Investment Group’s Automatic Data Processing ADP Stock Holding History

Partners Capital Investment Group’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
2023
Q4 		– Sell
-1,150
Closed -$277K – 273
2023
Q3 		$277K Buy
+1,150
New +$280K 0.01% 205

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Partners Capital Investment Group's ADP Position: Q4 2023 in Review

Partners Capital Investment Group sold out of Automatic Data Processing (ADP) in Q4 2023, closing a stake of 1,150 shares — an estimated $277K sold.

Partners Capital Investment Group first reported a position in ADP in Q3 2023 and held it in 1 quarter. The position peaked at $277K in Q3 2023. 2,121 funds tracked by Wall St. Rank hold ADP as of Q4 2023.

  • Partners Capital Investment Group reported no remaining Automatic Data Processing position as of Q4 2023 after selling out during the quarter.
  • Partners Capital Investment Group sold 1,150 Automatic Data Processing shares in Q4 2023, an estimated $277K.
  • Partners Capital Investment Group first reported a position in Automatic Data Processing in Q3 2023 and held it in 1 quarter.
  • Partners Capital Investment Group's Automatic Data Processing position peaked at $277K in Q3 2023.
  • 2,121 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2023.

Based on Partners Capital Investment Group's 13F filing for Q4 2023, filed 12 Feb 2024.