AG
LDL

Aperio Group’s Lydall, Inc. LDL Stock Holding History

Aperio Group’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
2020
Q1 		– Sell
-14,316
Closed -$294K – 2428
2019
Q4 		$294K Sell
14,316
-6,310
-31% -$131K ﹤0.01% 2070
2019
Q3 		$514K Buy
20,626
+4,110
+25% +$87.8K ﹤0.01% 1744
2019
Q2 		$334K Sell
16,516
-6,174
-27% -$134K ﹤0.01% 1978
2019
Q1 		$532K Buy
22,690
+1,843
+9% +$46.6K ﹤0.01% 1722
2018
Q4 		$423K Buy
+20,847
New +$569K ﹤0.01% 1779
2017
Q4 		– Sell
-3,782
Closed -$217K – 2266
2017
Q3 		$217K Sell
3,782
-435
-10% -$21.7K ﹤0.01% 2088
2017
Q2 		$218K Buy
4,217
+410
+11% +$21.1K ﹤0.01% 2061
2017
Q1 		$204K Buy
3,807
+87
+2% +$4.94K ﹤0.01% 2031
2016
Q4 		$230K Buy
+3,720
New +$206K ﹤0.01% 1926

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Aperio Group's LDL Position: Q1 2020 in Review

Aperio Group sold out of Lydall, Inc. (LDL) in Q1 2020, closing a stake of 14,316 shares — an estimated $294K sold.

Aperio Group first reported a position in LDL in Q4 2016 and held it in 9 quarters. The position peaked at $532K in Q1 2019. 123 funds tracked by Wall St. Rank hold LDL as of Q1 2020.

  • Aperio Group reported no remaining Lydall, Inc. position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 14,316 Lydall, Inc. shares in Q1 2020, an estimated $294K.
  • Aperio Group first reported a position in Lydall, Inc. in Q4 2016 and held it in 9 quarters.
  • Aperio Group's Lydall, Inc. position peaked at $532K in Q1 2019.
  • 123 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.