SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / ADP

Swaine & Leidel Wealth Services, LLC’s Automatic Data Processing In Position

Does Swaine & Leidel Wealth Services, LLC own Automatic Data Processing In (ADP)? Yes — 4.0K shares worth $4M (+3.10% of its 13F portfolio) as of Q1 2022, down from 21.4K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
4.0K
% of Portfolio
+3.10%
Quarters Held
7
currently held

Position History ADP

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20Q4 ’20: $4MQ4 ’20Q1 ’21: $4MQ1 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20224.0K$4M+3.10%
Q1 202121.4K$4M+2.60%
Q4 202020.2K$4M+2.58%
Q3 202020.0K$3M+2.72%
Q2 202018.9K$3M+2.87%
Q1 202018.5K$3M+2.62%
Q4 201915.7K$3M+2.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of ADP.