CRWM
LDL

Castle Rock Wealth Management’s Lydall, Inc. LDL Stock Holding History

Castle Rock Wealth 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
2021
Q2 		– Sell
-11,758
Closed -$383K – 279
2021
Q1 		$383K Buy
11,758
+500
+4% +$17.1K 0.15% 178
2020
Q4 		$377K Buy
11,258
+270
+2% +$6.5K 0.16% 178
2020
Q3 		$203K Buy
+10,988
New +$191K 0.13% 152

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
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Rock Wealth Management's LDL Position: Q2 2021 in Review

Castle Rock Wealth Management sold out of Lydall, Inc. (LDL) in Q2 2021, closing a stake of 11,758 shares — an estimated $383K sold.

Castle Rock Wealth Management first reported a position in LDL in Q3 2020 and held it in 3 quarters. The position peaked at $383K in Q1 2021. 157 funds tracked by Wall St. Rank hold LDL as of Q2 2021.

  • Castle Rock Wealth Management reported no remaining Lydall, Inc. position as of Q2 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 11,758 Lydall, Inc. shares in Q2 2021, an estimated $383K.
  • Castle Rock Wealth Management first reported a position in Lydall, Inc. in Q3 2020 and held it in 3 quarters.
  • Castle Rock Wealth Management's Lydall, Inc. position peaked at $383K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Lydall, Inc. as of Q2 2021.

Based on Castle Rock Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.