SFP
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Sweet Financial Partners’s Automatic Data Processing ADP Stock Holding History

Sweet Financial Partners’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
Q3 		$2.37M Sell
8,563
-186
-2% -$48.6K 0.51% 47
2024
Q2 		$2.09M Buy
8,749
+476
+6% +$117K 0.48% 47
2024
Q1 		$2.07M Buy
8,273
+535
+7% +$131K 0.48% 46
2023
Q4 		$1.8M Buy
7,738
+774
+11% +$180K 0.43% 51
2023
Q3 		$1.68M Buy
+6,964
New +$1.7M 0.44% 48

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sweet Financial Partners's ADP Position: Q3 2024 in Review

Sweet Financial Partners reduced its Automatic Data Processing (ADP) stake by 2.1% in Q3 2024, selling an estimated $48.6K and leaving 8,563 shares worth $2.37M. The position accounts for 0.51% of the portfolio, ranked #47.

Sweet Financial Partners first reported a position in ADP in Q3 2023 and has held it in 5 quarters since. 2,235 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

  • Sweet Financial Partners held 8,563 shares of Automatic Data Processing worth $2.37M as of Q3 2024.
  • Sweet Financial Partners sold 186 Automatic Data Processing shares in Q3 2024, an estimated $48.6K.
  • Automatic Data Processing made up 0.51% of Sweet Financial Partners's portfolio in Q3 2024, its #47 holding.
  • Sweet Financial Partners first reported a position in Automatic Data Processing in Q3 2023 and has held it in 5 quarters since.
  • 2,235 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.