Lenox Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$309K	Buy	1,298 +4	+0.3%	+$856	0.04%	85
2021 Q4	$319K	Buy	1,294 +13	+1%	+$2.94K	0.04%	84
2021 Q3	$256K	Hold	1,281	–	–	0.03%	87
2021 Q2	$254K	Buy	1,281 +294	+30%	+$57.1K	0.03%	90
2021 Q1	$186K	Sell	987 -678	-41%	-$118K	0.03%	89
2020 Q4	$293K	Hold	1,665	–	–	0.04%	70
2020 Q3	$232K	Hold	1,665	–	–	0.03%	72
2020 Q2	$248K	Sell	1,665 -45	-3%	-$6.45K	0.04%	61
2020 Q1	$234K	Hold	1,710	–	–	0.04%	60
2019 Q4	$292K	Buy	1,710 +262	+18%	+$43.4K	0.05%	67
2019 Q3	$234K	Sell	1,448 -200	-12%	-$33K	0.04%	71
2019 Q2	$272K	Buy	1,648 +746	+83%	+$121K	0.05%	59
2019 Q1	$144K	Hold	902	–	–	0.03%	86
2018 Q4	$118K	Hold	902	–	–	0.03%	92
2018 Q3	$136K	Buy	902 +200	+28%	+$28.3K	0.03%	88
2018 Q2	$94K	Sell	702 -844	-55%	-$107K	0.02%	89
2018 Q1	$175K	Buy	1,546 +807	+109%	+$94.1K	0.04%	68
2017 Q4	$87K	Buy	+739	New	+$84.5K	0.02%	80
2016 Q4	–	Sell	-600	Closed	-$53K	–	109
2016 Q3	$53K	Hold	600	–	–	0.02%	81
2016 Q2	$55K	Hold	600	–	–	0.02%	83
2016 Q1	$54K	Hold	600	–	–	0.02%	85
2015 Q4	$51K	Hold	600	–	–	0.02%	87
2015 Q3	$48K	Hold	600	–	–	0.02%	86
2015 Q2	$48K	Hold	600	–	–	0.02%	67
2015 Q1	$51K	Hold	600	–	–	0.02%	80
2014 Q4	$50K	Sell	600 -83	-12%	-$6.73K	0.02%	82
2014 Q3	$50K	Hold	683	–	–	0.02%	76
2014 Q2	$48K	Hold	683	–	–	0.02%	63
2014 Q1	$47K	Hold	683	–	–	0.03%	57
2013 Q4	$48K	Buy	683 +456	+201%	+$30.7K	0.03%	65
2013 Q3	$14K	Hold	227	–	–	0.01%	81
2013 Q2	$14K	Buy	+227	New	+$13.5K	0.02%	86

Other funds holding ADP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lenox Wealth Advisors's ADP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Automatic Data Processing (ADP) stake by 0.31% in Q1 2022, buying an estimated $856 and bringing the position to 1,298 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #85.

Lenox Wealth Advisors first reported a position in ADP in Q2 2013 and has held it in 32 quarters since. The position peaked at $319K in Q4 2021. 1,955 funds tracked by Wall St. Rank hold ADP as of Q1 2022.

Lenox Wealth Advisors held 1,298 shares of Automatic Data Processing worth $309K as of Q1 2022.
Lenox Wealth Advisors bought 4 Automatic Data Processing shares in Q1 2022, an estimated $856.
Automatic Data Processing made up 0.04% of Lenox Wealth Advisors's portfolio in Q1 2022, its #85 holding.
Lenox Wealth Advisors first reported a position in Automatic Data Processing in Q2 2013 and has held it in 32 quarters since.
Lenox Wealth Advisors's Automatic Data Processing position peaked at $319K in Q4 2021.
1,955 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.