B
LDL

Bailard’s Lydall, Inc. LDL Stock Holding History

Bailard’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
2021
Q1 		– Sell
-9,577
Closed -$288K – 754
2020
Q4 		$288K Buy
+9,577
New +$231K 0.01% 452
2018
Q2 		– Sell
-9,829
Closed -$474K – 551
2018
Q1 		$474K Buy
+9,829
New +$472K 0.03% 328
2016
Q1 		– Sell
-16,600
Closed -$589K – 371
2015
Q4 		$589K Buy
+16,600
New +$568K 0.26% 124

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bailard's LDL Position: Q1 2021 in Review

Bailard sold out of Lydall, Inc. (LDL) in Q1 2021, closing a stake of 9,577 shares — an estimated $288K sold.

Bailard first reported a position in LDL in Q4 2015 and held it in 3 quarters. The position peaked at $589K in Q4 2015. 138 funds tracked by Wall St. Rank hold LDL as of Q1 2021.

  • Bailard reported no remaining Lydall, Inc. position as of Q1 2021 after selling out during the quarter.
  • Bailard sold 9,577 Lydall, Inc. shares in Q1 2021, an estimated $288K.
  • Bailard first reported a position in Lydall, Inc. in Q4 2015 and held it in 3 quarters.
  • Bailard's Lydall, Inc. position peaked at $589K in Q4 2015.
  • 138 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2021.

Based on Bailard's 13F filing for Q1 2021, filed 13 May 2021.