Sarah T. Connolly’s Automatic Data Processing ADP Stock Holding History

Sarah T. Connolly’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	-6,290	Closed	-$1.51M	–	9
2023 Q3	$1.51M	Sell	6,290 -495	-7%	-$121K	1%	40
2023 Q2	$1.49M	Hold	6,785	–	–	0.9%	41
2023 Q1	$1.51M	Sell	6,785 -320	-5%	-$72.2K	0.96%	43
2022 Q4	$1.7M	Buy	7,105 +300	+4%	+$73.7K	1.15%	32
2022 Q3	$1.54M	Sell	6,805 -300	-4%	-$70.8K	1.13%	31
2022 Q2	$1.49M	Buy	7,105 +275	+4%	+$60.3K	1.02%	41
2022 Q1	$1.55M	Hold	6,830	–	–	0.91%	42
2021 Q4	$1.68M	Sell	6,830 -300	-4%	-$67.9K	0.94%	39
2021 Q3	$1.43M	Sell	7,130 -20	-0.3%	-$4.12K	1.17%	30
2021 Q2	$1.42M	Sell	7,150 -50	-0.7%	-$9.72K	1.16%	33
2021 Q1	$1.36M	Sell	7,200 -1,140	-14%	-$198K	1.21%	32
2020 Q4	$1.47M	Buy	+8,340	New	+$1.37M	1.34%	25

Other funds holding ADP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Sarah T. Connolly's ADP Position: Q4 2023 in Review

Sarah T. Connolly sold out of Automatic Data Processing (ADP) in Q4 2023, closing a stake of 6,290 shares — an estimated $1.51M sold.

Sarah T. Connolly first reported a position in ADP in Q4 2020 and held it in 12 quarters. The position peaked at $1.7M in Q4 2022. 2,122 funds tracked by Wall St. Rank hold ADP as of Q4 2023.

Sarah T. Connolly reported no remaining Automatic Data Processing position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 6,290 Automatic Data Processing shares in Q4 2023, an estimated $1.51M.
Sarah T. Connolly first reported a position in Automatic Data Processing in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's Automatic Data Processing position peaked at $1.7M in Q4 2022.
2,122 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.