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Steward Partners Investment Solutions’s Automatic Data Processing ADP Stock Holding History

Steward Partners Investment Solutions’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 		$395K Buy
1,582
+46
+3% +$11.2K 0.07% 180
2023
Q4 		$358K Buy
+1,536
New +$358K 0.15% 110

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
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 $530B 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

Steward Partners Investment Solutions's ADP Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Automatic Data Processing (ADP) stake by 3% in Q1 2024, buying an estimated $11.2K and bringing the position to 1,582 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #180.

Steward Partners Investment Solutions first reported a position in ADP in Q4 2023 and has held it in 2 quarters since. 2,161 funds tracked by Wall St. Rank hold ADP as of Q1 2024.

  • Steward Partners Investment Solutions held 1,582 shares of Automatic Data Processing worth $395K as of Q1 2024.
  • Steward Partners Investment Solutions bought 46 Automatic Data Processing shares in Q1 2024, an estimated $11.2K.
  • Automatic Data Processing made up 0.07% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #180 holding.
  • Steward Partners Investment Solutions first reported a position in Automatic Data Processing in Q4 2023 and has held it in 2 quarters since.
  • 2,161 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.