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

Lenox Wealth 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
2020 Q2	$236K	Buy	1,581 +1,331	+532%	+$191K	0.07%	139
2020 Q1	$34K	Hold	250	–	–	0.01%	272
2019 Q4	$43K	Hold	250	–	–	0.01%	280
2019 Q3	$40K	Hold	250	–	–	0.01%	287
2019 Q2	$41K	Hold	250	–	–	0.01%	265
2019 Q1	$40K	Buy	+250	New	+$36.3K	0.01%	258
2018 Q1	–	Sell	-600	Closed	-$71K	–	478
2017 Q4	$71K	Hold	600	–	–	0.02%	180
2017 Q3	$65K	Hold	600	–	–	0.02%	197
2017 Q2	$62K	Hold	600	–	–	0.03%	188
2017 Q1	$61K	Hold	600	–	–	0.04%	85
2016 Q4	$62K	Hold	600	–	–	0.05%	91
2016 Q3	$53K	Hold	600	–	–	0.04%	98
2016 Q2	$55K	Hold	600	–	–	0.04%	98
2016 Q1	$54K	Hold	600	–	–	0.04%	104
2015 Q4	$51K	Buy	+600	New	+$51.7K	0.04%	109

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Lenox Wealth Management's ADP Position: Q2 2020 in Review

Lenox Wealth Management increased its Automatic Data Processing (ADP) stake by 532% in Q2 2020, buying an estimated $191K and bringing the position to 1,581 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #139.

Lenox Wealth Management first reported a position in ADP in Q4 2015 and has held it in 15 quarters since. 1,594 funds tracked by Wall St. Rank hold ADP as of Q2 2020.

Lenox Wealth Management held 1,581 shares of Automatic Data Processing worth $236K as of Q2 2020.
Lenox Wealth Management bought 1,331 Automatic Data Processing shares in Q2 2020, an estimated $191K.
Automatic Data Processing made up 0.07% of Lenox Wealth Management's portfolio in Q2 2020, its #139 holding.
Lenox Wealth Management first reported a position in Automatic Data Processing in Q4 2015 and has held it in 15 quarters since.
1,594 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.