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Adirondack Retirement Specialists’s LGL Group LGL Stock Holding History

Adirondack Retirement Specialists’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-700
Closed -$3.33K – 78
2023
Q2 		$3.33K Sell
700
-50
-7% -$227 ﹤0.01% 84
2023
Q1 		$3.15K Hold
750
– – ﹤0.01% 95
2022
Q4 		$3.04K Sell
750
-1,239
-62% -$5.75K ﹤0.01% 78
2022
Q3 		$8K Buy
+1,989
New +$9.98K 0.01% 57

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adirondack Retirement Specialists's LGL Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of LGL Group (LGL) in Q3 2023, closing a stake of 700 shares — an estimated $3.33K sold.

Adirondack Retirement Specialists first reported a position in LGL in Q3 2022 and held it in 4 quarters. The position peaked at $8K in Q3 2022. 21 funds tracked by Wall St. Rank hold LGL as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining LGL Group position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 700 LGL Group shares in Q3 2023, an estimated $3.33K.
  • Adirondack Retirement Specialists first reported a position in LGL Group in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's LGL Group position peaked at $8K in Q3 2022.
  • 21 funds tracked by Wall St. Rank held LGL Group as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.