Ownership history in Elefante Mark B Β· 24 quarters on record
This page tracks every 13F SEC filing in which Elefante Mark B reported a position in AUTOMATIC DATA PROCESSING (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.
π Elefante Mark B outperformed the S&P 500 by +0.9% annually on this ADP position. Timing score: 55% (11/20 decisions correct). Average cost basis: $218.35. Maximum drawdown during holding period: β19.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
23 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 20 add/trim decisions correct
Best entry: $67.76 (2015 Q4) Β· Worst: $298.04 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
15 adds Β· 6 trims. Bought during 3 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.14% of portfolio
β 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.
As of 2025 Q4 β sorted by position size