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

Rockbridge 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
2024
Q1 		– Sell
-527
Closed -$123K – 132
2023
Q4 		$123K Buy
+527
New +$123K 0.02% 156
2022
Q3 		– Sell
-554
Closed -$116K – 110
2022
Q2 		$116K Sell
554
-150
-21% -$32.9K 0.03% 139
2022
Q1 		$164K Hold
704
– – 0.03% 177
2021
Q4 		$174K Buy
704
+150
+27% +$34K 0.03% 192
2021
Q3 		$111K Hold
554
– – 0.02% 217
2021
Q2 		$110K Hold
554
– – 0.02% 212
2021
Q1 		$104K Hold
554
– – 0.02% 206
2020
Q4 		$98K Hold
554
– – 0.02% 204
2020
Q3 		$77K Hold
554
– – 0.02% 218
2020
Q2 		$82K Buy
+554
New +$79.3K 0.02% 185

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B 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