StrongBox Wealth’s Archer Daniels Midland ADM Stock Holding History

StrongBox Wealth’s Portfolio ADM Stock Details ADM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,067	Closed	-$231K	–	78
2023 Q3	$231K	Sell	3,067 -15,186	-83%	-$1.23M	0.15%	75
2023 Q2	$1.38M	Sell	18,253 -3,616	-17%	-$274K	0.87%	38
2023 Q1	$1.74M	Buy	21,869 +5,625	+35%	+$459K	1.17%	31
2022 Q4	$1.51M	Buy	16,244 +451	+3%	+$41.6K	1.07%	34
2022 Q3	$1.27M	Sell	15,793 -2,051	-11%	-$169K	0.92%	36
2022 Q2	$1.39M	Buy	17,844 +10,329	+137%	+$903K	0.9%	38
2022 Q1	$678K	Buy	+7,515	New	+$585K	0.39%	59

Other funds holding ADM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

StrongBox Wealth's ADM Position: Q4 2023 in Review

StrongBox Wealth sold out of Archer Daniels Midland (ADM) in Q4 2023, closing a stake of 3,067 shares — an estimated $231K sold.

StrongBox Wealth first reported a position in ADM in Q1 2022 and held it in 7 quarters. The position peaked at $1.74M in Q1 2023. 1,111 funds tracked by Wall St. Rank hold ADM as of Q4 2023.

StrongBox Wealth reported no remaining Archer Daniels Midland position as of Q4 2023 after selling out during the quarter.
StrongBox Wealth sold 3,067 Archer Daniels Midland shares in Q4 2023, an estimated $231K.
StrongBox Wealth first reported a position in Archer Daniels Midland in Q1 2022 and held it in 7 quarters.
StrongBox Wealth's Archer Daniels Midland position peaked at $1.74M in Q1 2023.
1,111 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2023.

Based on StrongBox Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.