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Wellesley Investment Partners’s Automatic Data Processing ADP Stock Holding History

Wellesley Investment 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
2020
Q3 		$533K Sell
3,827
-225
-6% -$31.5K 0.18% 57
2020
Q2 		$603K Buy
4,052
+1,555
+62% +$223K 0.21% 53
2020
Q1 		$341K Buy
2,497
+184
+8% +$29.6K 0.14% 74
2019
Q4 		$394K Sell
2,313
-680
-23% -$113K 0.12% 80
2019
Q3 		$483K Sell
2,993
-119
-4% -$19.7K 0.16% 70
2019
Q2 		$514K Sell
3,112
-1,762
-36% -$286K 0.18% 70
2019
Q1 		$778K Sell
4,874
-292
-6% -$42.4K 0.27% 62
2018
Q4 		$677K Sell
5,166
-734
-12% -$104K 0.24% 68
2018
Q3 		$888K Sell
5,900
-35
-0.6% -$4.95K 0.29% 61
2018
Q2 		$796K Buy
5,935
+313
+6% +$39.7K 0.28% 62
2018
Q1 		$638K Sell
5,622
-685
-11% -$79.9K 0.23% 72
2017
Q4 		$739K Sell
6,307
-52
-0.8% -$5.95K 0.28% 64
2017
Q3 		$695K Sell
6,359
-55
-0.9% -$5.89K 0.29% 65
2017
Q2 		$657K Buy
6,414
+386
+6% +$39.1K 0.28% 67
2017
Q1 		$617K Sell
6,028
-100
-2% -$10.2K 0.27% 68
2016
Q4 		$629K Buy
6,128
+619
+11% +$57.8K 0.3% 59
2016
Q3 		$485K Buy
5,509
+110
+2% +$9.97K 0.25% 65
2016
Q2 		$496K Buy
5,399
+233
+5% +$20.6K 0.27% 60
2016
Q1 		$463K Buy
5,166
+2,050
+66% +$172K 0.28% 63
2015
Q4 		$263K Buy
+3,116
New +$268K 0.18% 78

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellesley Investment Partners's ADP Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Automatic Data Processing (ADP) stake by 5.6% in Q3 2020, selling an estimated $31.5K and leaving 3,827 shares worth $533K. The position accounts for 0.18% of the portfolio, ranked #57.

Wellesley Investment Partners first reported a position in ADP in Q4 2015 and has held it in 20 quarters since. The position peaked at $888K in Q3 2018. 1,564 funds tracked by Wall St. Rank hold ADP as of Q3 2020.

  • Wellesley Investment Partners held 3,827 shares of Automatic Data Processing worth $533K as of Q3 2020.
  • Wellesley Investment Partners sold 225 Automatic Data Processing shares in Q3 2020, an estimated $31.5K.
  • Automatic Data Processing made up 0.18% of Wellesley Investment Partners's portfolio in Q3 2020, its #57 holding.
  • Wellesley Investment Partners first reported a position in Automatic Data Processing in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's Automatic Data Processing position peaked at $888K in Q3 2018.
  • 1,564 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.