Sterling Financial Planning’s Automatic Data Processing ADP Stock Holding History

Sterling Financial Planning’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	-950	Closed	-$221K	–	106
2023 Q4	$221K	Hold	950	–	–	0.1%	98
2023 Q3	$229K	Hold	950	–	–	0.12%	90
2023 Q2	$209K	Hold	950	–	–	0.1%	96
2023 Q1	$212K	Hold	950	–	–	0.11%	95
2022 Q4	$227K	Sell	950 -120	-11%	-$29.5K	0.14%	87
2022 Q3	$242K	Hold	1,070	–	–	0.17%	79
2022 Q2	$225K	Hold	1,070	–	–	0.16%	85
2022 Q1	$244K	Sell	1,070 -230	-18%	-$49.2K	0.15%	83
2021 Q4	$321K	Hold	1,300	–	–	0.2%	72
2021 Q3	$260K	Hold	1,300	–	–	0.17%	73
2021 Q2	$258K	Hold	1,300	–	–	0.17%	68
2021 Q1	$245K	Hold	1,300	–	–	0.17%	69
2020 Q4	$229K	Buy	+1,300	New	+$214K	0.18%	66

Other funds holding ADP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sterling Financial Planning's ADP Position: Q1 2024 in Review

Sterling Financial Planning sold out of Automatic Data Processing (ADP) in Q1 2024, closing a stake of 950 shares — an estimated $221K sold.

Sterling Financial Planning first reported a position in ADP in Q4 2020 and held it in 13 quarters. The position peaked at $321K in Q4 2021. 2,163 funds tracked by Wall St. Rank hold ADP as of Q1 2024.

Sterling Financial Planning reported no remaining Automatic Data Processing position as of Q1 2024 after selling out during the quarter.
Sterling Financial Planning sold 950 Automatic Data Processing shares in Q1 2024, an estimated $221K.
Sterling Financial Planning first reported a position in Automatic Data Processing in Q4 2020 and held it in 13 quarters.
Sterling Financial Planning's Automatic Data Processing position peaked at $321K in Q4 2021.
2,163 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2024.

Based on Sterling Financial Planning's 13F filing for Q1 2024, filed 6 May 2024.