AIM
LDL

Assured Investment Management’s Lydall, Inc. LDL Stock Holding History

Assured Investment Management’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
Q4 		– Sell
-13,073
Closed -$563K – 1385
2018
Q3 		$563K Sell
13,073
-14,707
-53% -$635K 0.01% 724
2018
Q2 		$1.21M Buy
27,780
+3,956
+17% +$173K 0.02% 507
2018
Q1 		$1.15M Buy
+23,824
New +$1.14M 0.03% 498

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Assured Investment Management's LDL Position: Q4 2018 in Review

Assured Investment Management sold out of Lydall, Inc. (LDL) in Q4 2018, closing a stake of 13,073 shares — an estimated $563K sold.

Assured Investment Management first reported a position in LDL in Q1 2018 and held it in 3 quarters. The position peaked at $1.21M in Q2 2018. 138 funds tracked by Wall St. Rank hold LDL as of Q4 2018.

  • Assured Investment Management reported no remaining Lydall, Inc. position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 13,073 Lydall, Inc. shares in Q4 2018, an estimated $563K.
  • Assured Investment Management first reported a position in Lydall, Inc. in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's Lydall, Inc. position peaked at $1.21M in Q2 2018.
  • 138 funds tracked by Wall St. Rank held Lydall, Inc. as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.