Syntax Advisors’s Automatic Data Processing ADP Stock Holding History

Syntax Advisors’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
2023 Q3	$211K	Sell	877 -128	-13%	-$31.2K	0.19%	168
2023 Q2	$221K	Sell	1,005 -56	-5%	-$12.1K	0.18%	173
2023 Q1	$236K	Buy	1,061 +175	+20%	+$39.5K	0.18%	178
2022 Q4	$212K	Sell	886 -109	-11%	-$26.8K	0.18%	179
2022 Q3	$225K	Sell	995 -76	-7%	-$17.9K	0.19%	156
2022 Q2	$225K	Buy	1,071 +24	+2%	+$5.26K	0.19%	163
2022 Q1	$238K	Buy	1,047 +8	+0.8%	+$1.71K	0.2%	161
2021 Q4	$256K	Buy	+1,039	New	+$235K	0.19%	166

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Syntax Advisors's ADP Position: Q3 2023 in Review

Syntax Advisors reduced its Automatic Data Processing (ADP) stake by 13% in Q3 2023, selling an estimated $31.2K and leaving 877 shares worth $211K. The position accounts for 0.19% of the portfolio, ranked #168.

Syntax Advisors first reported a position in ADP in Q4 2021 and has held it in 8 quarters since. The position peaked at $256K in Q4 2021. 2,022 funds tracked by Wall St. Rank hold ADP as of Q3 2023.

Syntax Advisors held 877 shares of Automatic Data Processing worth $211K as of Q3 2023.
Syntax Advisors sold 128 Automatic Data Processing shares in Q3 2023, an estimated $31.2K.
Automatic Data Processing made up 0.19% of Syntax Advisors's portfolio in Q3 2023, its #168 holding.
Syntax Advisors first reported a position in Automatic Data Processing in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Automatic Data Processing position peaked at $256K in Q4 2021.
2,022 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.