Sugarloaf Wealth Management’s Automatic Data Processing ADP Stock Holding History

Sugarloaf Wealth Management’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 Q4	$227K	Hold	774	–	–	0.04%	150
2024 Q3	$214K	Hold	774	–	–	0.04%	159
2024 Q2	$185K	Sell	774 -1,311	-63%	-$322K	0.04%	152
2024 Q1	$521K	Buy	2,085 +1,001	+92%	+$245K	0.11%	84
2023 Q4	$253K	Hold	1,084	–	–	0.06%	114
2023 Q3	$261K	Hold	1,084	–	–	0.07%	103
2023 Q2	$238K	Hold	1,084	–	–	0.06%	111
2023 Q1	$241K	Hold	1,084	–	–	0.06%	119
2022 Q4	$259K	Hold	1,084	–	–	0.07%	109
2022 Q3	$246K	Hold	1,084	–	–	0.06%	107
2022 Q2	$228K	Buy	1,084 +22	+2%	+$4.82K	0.06%	110
2022 Q1	$242K	Buy	1,062 +3	+0.3%	+$642	0.06%	107
2021 Q4	$261K	Hold	1,059	–	–	0.06%	111
2021 Q3	$212K	Hold	1,059	–	–	0.06%	116
2021 Q2	$210K	Sell	1,059 -101	-9%	-$19.6K	0.06%	119
2021 Q1	$219	Buy	1,160 +1,000	+625%	+$174K	0.07%	113
2020 Q4	$28K	Hold	160	–	–	0.01%	326
2020 Q3	$22K	Hold	160	–	–	0.01%	338
2020 Q2	$24K	Hold	160	–	–	0.01%	323
2020 Q1	$22K	Hold	160	–	–	0.01%	310
2019 Q4	$27K	Buy	+160	New	+$26.5K	0.01%	327

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sugarloaf Wealth Management's ADP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Automatic Data Processing (ADP) position steady in Q4 2024 at 774 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #150.

Sugarloaf Wealth Management first reported a position in ADP in Q4 2019 and has held it in 21 quarters since. The position peaked at $521K in Q1 2024. 2,413 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

Sugarloaf Wealth Management held 774 shares of Automatic Data Processing worth $227K as of Q4 2024.
Sugarloaf Wealth Management left its Automatic Data Processing share count unchanged in Q4 2024.
Automatic Data Processing made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #150 holding.
Sugarloaf Wealth Management first reported a position in Automatic Data Processing in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Automatic Data Processing position peaked at $521K in Q1 2024.
2,413 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.