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Schechter Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$1.08M Sell
3,541
-433
-11% -$131K 0.09% 220
2024
Q4 		$1.16M Sell
3,974
-214
-5% -$63.2K 0.09% 217
2024
Q3 		$1.16M Buy
4,188
+119
+3% +$31.1K 0.09% 224
2024
Q2 		$971K Sell
4,069
-57
-1% -$14K 0.07% 242
2024
Q1 		$1.03M Buy
4,126
+937
+29% +$229K 0.08% 238
2023
Q4 		$743K Sell
3,189
-962
-23% -$224K 0.06% 279
2023
Q3 		$999K Buy
4,151
+46
+1% +$11.2K 0.1% 220
2023
Q2 		$902K Sell
4,105
-413
-9% -$89K 0.08% 262
2023
Q1 		$1.01M Sell
4,518
-1,282
-22% -$289K 0.09% 254
2022
Q4 		$1.39M Buy
5,800
+41
+0.7% +$10.1K 0.13% 201
2022
Q3 		$1.3M Buy
5,759
+262
+5% +$61.8K 0.13% 207
2022
Q2 		$1.16M Buy
5,497
+470
+9% +$103K 0.11% 238
2022
Q1 		$1.14M Buy
5,027
+1,641
+48% +$351K 0.11% 261
2021
Q4 		$834K Buy
+3,386
New +$767K 0.08% 371

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's ADP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Automatic Data Processing (ADP) stake by 11% in Q1 2025, selling an estimated $131K and leaving 3,541 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #220.

Schechter Investment Advisors first reported a position in ADP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.39M in Q4 2022. 2,455 funds tracked by Wall St. Rank hold ADP as of Q1 2025.

  • Schechter Investment Advisors held 3,541 shares of Automatic Data Processing worth $1.08M as of Q1 2025.
  • Schechter Investment Advisors sold 433 Automatic Data Processing shares in Q1 2025, an estimated $131K.
  • Automatic Data Processing made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #220 holding.
  • Schechter Investment Advisors first reported a position in Automatic Data Processing in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Automatic Data Processing position peaked at $1.39M in Q4 2022.
  • 2,455 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.