Surevest’s Automatic Data Processing ADP Stock Holding History

Surevest’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
2022 Q3	$2.85M	Buy	12,604 +489	+4%	+$115K	0.78%	55
2022 Q2	$2.54M	Buy	12,115 +2,840	+31%	+$622K	0.67%	64
2022 Q1	$2.11M	Buy	9,275 +9,263	+77,192%	+$1.98M	0.51%	72
2021 Q4	$3K	Buy	+12	New	+$2.72K	﹤0.01%	354

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Surevest's ADP Position: Q3 2022 in Review

Surevest increased its Automatic Data Processing (ADP) stake by 4% in Q3 2022, buying an estimated $115K and bringing the position to 12,604 shares worth $2.85M. The position accounts for 0.78% of the portfolio, ranked #55.

Surevest first reported a position in ADP in Q4 2021 and has held it in 4 quarters since. 1,967 funds tracked by Wall St. Rank hold ADP as of Q3 2022.

Surevest held 12,604 shares of Automatic Data Processing worth $2.85M as of Q3 2022.
Surevest bought 489 Automatic Data Processing shares in Q3 2022, an estimated $115K.
Automatic Data Processing made up 0.78% of Surevest's portfolio in Q3 2022, its #55 holding.
Surevest first reported a position in Automatic Data Processing in Q4 2021 and has held it in 4 quarters since.
1,967 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.