Wilkinson Global Asset Management’s Automatic Data Processing ADP Stock Holding History

Wilkinson Global Asset Management’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 Q2	–	Sell	-860	Closed	-$215K	–	82
2024 Q1	$215K	Hold	860	–	–	0.01%	84
2023 Q4	$200K	Sell	860 -25	-3%	-$5.83K	0.01%	89
2023 Q3	$213K	Buy	+885	New	+$216K	0.02%	88
2023 Q1	–	Sell	-1,085	Closed	-$259K	–	93
2022 Q4	$259K	Hold	1,085	–	–	0.02%	77
2022 Q3	$245K	Hold	1,085	–	–	0.02%	79
2022 Q2	$228K	Hold	1,085	–	–	0.02%	81
2022 Q1	$247K	Hold	1,085	–	–	0.02%	83
2021 Q4	$268K	Hold	1,085	–	–	0.01%	85
2021 Q3	$217K	Hold	1,085	–	–	0.01%	92
2021 Q2	$216K	Hold	1,085	–	–	0.01%	88
2021 Q1	$204K	Buy	+1,085	New	+$188K	0.01%	86

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wilkinson Global Asset Management's ADP Position: Q2 2024 in Review

Wilkinson Global Asset Management sold out of Automatic Data Processing (ADP) in Q2 2024, closing a stake of 860 shares — an estimated $215K sold.

Wilkinson Global Asset Management first reported a position in ADP in Q1 2021 and held it in 11 quarters. The position peaked at $268K in Q4 2021. 2,170 funds tracked by Wall St. Rank hold ADP as of Q2 2024.

Wilkinson Global Asset Management reported no remaining Automatic Data Processing position as of Q2 2024 after selling out during the quarter.
Wilkinson Global Asset Management sold 860 Automatic Data Processing shares in Q2 2024, an estimated $215K.
Wilkinson Global Asset Management first reported a position in Automatic Data Processing in Q1 2021 and held it in 11 quarters.
Wilkinson Global Asset Management's Automatic Data Processing position peaked at $268K in Q4 2021.
2,170 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2024.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.