Swaine & Leidel Wealth Services’s Automatic Data Processing ADP Stock Holding History

Swaine & Leidel Wealth Services’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	$4.04M	Buy	+4,036	New	+$864K	3.1%	11
2021 Q1	$4.04M	Buy	21,412 +1,189	+6%	+$206K	2.6%	14
2020 Q4	$3.56M	Buy	20,223 +249	+1%	+$40.9K	2.58%	12
2020 Q3	$2.79M	Buy	19,974 +1,032	+5%	+$145K	2.72%	20
2020 Q2	$2.82M	Buy	18,942 +458	+2%	+$65.6K	2.87%	17
2020 Q1	$2.53M	Buy	18,484 +2,735	+17%	+$441K	2.62%	19
2019 Q4	$2.69M	Buy	+15,749	New	+$2.61M	2.24%	29

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Swaine & Leidel Wealth Services's ADP Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Automatic Data Processing (ADP) in Q1 2022: 4,036 shares worth $4.04M. The stake represents 3.1% of the portfolio and ranks #11 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in ADP as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in ADP in Q4 2019 and has held it in 7 quarters since. 1,953 funds tracked by Wall St. Rank hold ADP as of Q1 2022.

Swaine & Leidel Wealth Services held 4,036 shares of Automatic Data Processing worth $4.04M as of Q1 2022.
Automatic Data Processing was a new Swaine & Leidel Wealth Services position in Q1 2022.
Automatic Data Processing made up 3.1% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #11 holding.
Swaine & Leidel Wealth Services first reported a position in Automatic Data Processing in Q4 2019 and has held it in 7 quarters since.
1,953 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.