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Planning Capital Management Corporation’s Automatic Data Processing ADP Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$1.05M Buy
3,788
+1,858
+96% +$486K 0.69% 41
2024
Q2 		$461K Buy
1,930
+1,579
+450% +$388K 0.33% 54
2024
Q1 		$87.7K Buy
351
+51
+17% +$12.5K 0.06% 140
2023
Q4 		$69.9K Buy
+300
New +$69.9K 0.05% 161

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Planning Capital Management Corporation's ADP Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Automatic Data Processing (ADP) stake by 96% in Q3 2024, buying an estimated $486K and bringing the position to 3,788 shares worth $1.05M. The position accounts for 0.69% of the portfolio, ranked #41.

Planning Capital Management Corporation first reported a position in ADP in Q4 2023 and has held it in 4 quarters since. 2,233 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

  • Planning Capital Management Corporation held 3,788 shares of Automatic Data Processing worth $1.05M as of Q3 2024.
  • Planning Capital Management Corporation bought 1,858 Automatic Data Processing shares in Q3 2024, an estimated $486K.
  • Automatic Data Processing made up 0.69% of Planning Capital Management Corporation's portfolio in Q3 2024, its #41 holding.
  • Planning Capital Management Corporation first reported a position in Automatic Data Processing in Q4 2023 and has held it in 4 quarters since.
  • 2,233 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.