ADP β€” AUTOMATIC DATA PROCESSING IN

Ownership history in DOVER ADVISORS, LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which DOVER ADVISORS, LLC reported a position in AUTOMATIC DATA PROCESSING IN (ADP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.12% (2024 Q4)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
4

Position Intelligence

DOVER ADVISORS, LLC Γ— ADP AI Analytics

πŸ“‰ DOVER ADVISORS, LLC underperformed the S&P 500 by –16.8% annually on this ADP position. Average cost basis: $284.04. Maximum drawdown during holding period: –4.3%.

πŸ“ˆ Position Alpha vs SPY
-16.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.8% ann.
3 quarters analyzed

πŸ’° Entry Quality
$284.04
+1.8% vs current ($289.23)

Best entry: $284.04 (2024 Q4)  Β·  Worst: $284.04 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–4.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.08% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ADP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 720 β€” 0% 0.08% $212K $289.23
2025 Q2 UNCHANGED 720 β€” 0% 0.10% $222K $302.34
2025 Q1 UNCHANGED 720 β€” 0% 0.10% $221K $298.04
2024 Q4 INITIATED 720 β€” β€” 0.12% $211K $284.04

🏒 Other funds also holding ADP

As of 2025 Q4 β€” sorted by position size

CINCINNATI INDEMNITY CO 3Y 7Y 31.04% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 9.68% CINCINNATI CASUALTY CO 3Y 7Y 9.4% CAPITAL COUNSEL LLC/NY 3Y 7Y 6.84% FUNDSMITH INVESTMENT SERVICES LTD. 3Y 6.3% Fundsmith LLP 3Y 7Y 6.28% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 5.42% Long Road Investment Counsel, LLC 3Y 7Y 4.99% NICHOLS & PRATT ADVISERS LLP /MA 3Y 7Y 4.89% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.64%
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