VitalStone Financial’s Automatic Data Processing ADP Stock Holding History

VitalStone Financial’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	$16.1K	Sell	58 -12	-17%	-$3.14K	0.01%	238
2024 Q2	$16.7K	Buy	70 +12	+21%	+$2.95K	0.01%	238
2024 Q1	$14K	Hold	58	–	–	0.01%	250
2023 Q4	$14K	Hold	58	–	–	0.01%	256
2023 Q3	$13K	Hold	58	–	–	0.01%	226
2023 Q2	$13K	Hold	58	–	–	0.01%	607
2023 Q1	$14K	Hold	58	–	–	0.01%	186
2022 Q4	$14K	Buy	+58	New	+$14.2K	0.01%	312

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

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

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

VitalStone Financial's ADP Position: Q3 2024 in Review

VitalStone Financial reduced its Automatic Data Processing (ADP) stake by 17% in Q3 2024, selling an estimated $3.14K and leaving 58 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #238.

VitalStone Financial first reported a position in ADP in Q4 2022 and has held it in 8 quarters since. The position peaked at $16.7K in Q2 2024. 2,233 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

VitalStone Financial held 58 shares of Automatic Data Processing worth $16.1K as of Q3 2024.
VitalStone Financial sold 12 Automatic Data Processing shares in Q3 2024, an estimated $3.14K.
Automatic Data Processing made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #238 holding.
VitalStone Financial first reported a position in Automatic Data Processing in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Automatic Data Processing position peaked at $16.7K in Q2 2024.
2,233 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.