Squar Milner Financial Services
ADP icon

Squar Milner Financial Services’s Automatic Data Processing ADP Stock Holding History

Squar Milner Financial Services’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
2020
Q3 		– Sell
-3,898
Closed -$580K – 7
2020
Q2 		$580K Buy
3,898
+782
+25% +$112K 0.33% 82
2020
Q1 		$425K Buy
3,116
+636
+26% +$102K 0.26% 82
2019
Q4 		$422K Buy
+2,480
New +$411K 0.21% 105
2019
Q3 		– Sell
-1,040
Closed -$172K – 228
2019
Q2 		$172K Buy
1,040
+973
+1,452% +$158K 0.12% 183
2019
Q1 		$10K Buy
+67
New +$9.7K 0.01% 513
2018
Q3 		– Sell
-61
Closed -$8K – 754
2018
Q2 		$8K Buy
+61
New +$7.73K 0.01% 629

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Squar Milner Financial Services's ADP Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Automatic Data Processing (ADP) in Q3 2020, closing a stake of 3,898 shares — an estimated $580K sold.

Squar Milner Financial Services first reported a position in ADP in Q2 2018 and held it in 6 quarters. The position peaked at $580K in Q2 2020. 1,565 funds tracked by Wall St. Rank hold ADP as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Automatic Data Processing position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,898 Automatic Data Processing shares in Q3 2020, an estimated $580K.
  • Squar Milner Financial Services first reported a position in Automatic Data Processing in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Automatic Data Processing position peaked at $580K in Q2 2020.
  • 1,565 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.