Advisory Research’s Lydall, Inc. LDL Stock Holding History

Advisory Research’s Portfolio LDL Stock Details LDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-328,396	Closed	-$16.7M	–	437
2017 Q4	$16.7M	Sell	328,396 -96,809	-23%	-$5.3M	0.28%	94
2017 Q3	$24.4M	Buy	425,205 +4,263	+1%	+$213K	0.39%	72
2017 Q2	$21.8M	Buy	420,942 +2,442	+0.6%	+$126K	0.34%	78
2017 Q1	$22.4M	Buy	418,500 +109,430	+35%	+$6.21M	0.33%	75
2016 Q4	$19.1M	Sell	309,070 -23,045	-7%	-$1.27M	0.28%	84
2016 Q3	$17M	Sell	332,115 -107,005	-24%	-$5.01M	0.28%	88
2016 Q2	$16.9M	Sell	439,120 -93,965	-18%	-$3.47M	0.29%	87
2016 Q1	$17.3M	Sell	533,085 -16,535	-3%	-$485K	0.33%	80
2015 Q4	$19.5M	Sell	549,620 -119,709	-18%	-$4.1M	0.3%	91
2015 Q3	$19.1M	Buy	669,329 +23,495	+4%	+$672K	0.27%	98
2015 Q2	$19.1M	Buy	645,834 +197,121	+44%	+$5.7M	0.22%	118
2015 Q1	$14.2M	Sell	448,713 -26,584	-6%	-$811K	0.16%	129
2014 Q4	$15.6M	Buy	475,297 +174,079	+58%	+$5.03M	0.16%	129
2014 Q3	$8.14M	Buy	301,218 +291,208	+2,909%	+$8.06M	0.08%	152
2014 Q2	$274K	Buy	10,010 +5,010	+100%	+$129K	﹤0.01%	303
2014 Q1	$114K	Buy	+5,000	New	+$97.3K	﹤0.01%	338

Other funds holding LDL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Advisory Research's LDL Position: Q1 2018 in Review

Advisory Research sold out of Lydall, Inc. (LDL) in Q1 2018, closing a stake of 328,396 shares — an estimated $16.7M sold.

Advisory Research first reported a position in LDL in Q1 2014 and held it in 16 quarters. The position peaked at $24.4M in Q3 2017. 157 funds tracked by Wall St. Rank hold LDL as of Q1 2018.

Advisory Research reported no remaining Lydall, Inc. position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 328,396 Lydall, Inc. shares in Q1 2018, an estimated $16.7M.
Advisory Research first reported a position in Lydall, Inc. in Q1 2014 and held it in 16 quarters.
Advisory Research's Lydall, Inc. position peaked at $24.4M in Q3 2017.
157 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.