Lipe & Dalton’s Automatic Data Processing ADP Stock Holding History

Lipe & Dalton’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	–	Sell	-409	Closed	-$56K	–	95
2020 Q1	$56K	Hold	409	–	–	0.05%	84
2019 Q4	$70K	Hold	409	–	–	0.05%	90
2019 Q3	$66K	Hold	409	–	–	0.05%	88
2019 Q2	$68K	Buy	+409	New	+$66.5K	0.05%	82
2018 Q2	–	Sell	-409	Closed	-$46K	–	71
2018 Q1	$46K	Hold	409	–	–	0.03%	78
2017 Q4	$48K	Hold	409	–	–	0.03%	76
2017 Q3	$45K	Buy	+409	New	+$43.8K	0.03%	76

Other funds holding ADP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lipe & Dalton's ADP Position: Q2 2020 in Review

Lipe & Dalton sold out of Automatic Data Processing (ADP) in Q2 2020, closing a stake of 409 shares — an estimated $56K sold.

Lipe & Dalton first reported a position in ADP in Q3 2017 and held it in 7 quarters. The position peaked at $70K in Q4 2019. 1,596 funds tracked by Wall St. Rank hold ADP as of Q2 2020.

Lipe & Dalton reported no remaining Automatic Data Processing position as of Q2 2020 after selling out during the quarter.
Lipe & Dalton sold 409 Automatic Data Processing shares in Q2 2020, an estimated $56K.
Lipe & Dalton first reported a position in Automatic Data Processing in Q3 2017 and held it in 7 quarters.
Lipe & Dalton's Automatic Data Processing position peaked at $70K in Q4 2019.
1,596 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2020.

Based on Lipe & Dalton's 13F filing for Q2 2020, filed 7 Aug 2020.