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 $5.7T 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America

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

Wellington Management Group

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