13F

Position

State Street in Automatic Data Processing In

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $401.2M$204.85$225.61

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202518.9M$4.9B0.2%
Q1 202619.3M$3.96B$204.85−$1.02B$79.1M0.1%
Q2 202620.4M$4.6B$225.61$401.2M$239.7M0.1%