DT
LDL

Diversified Trust’s Lydall, Inc. LDL Stock Holding History

Diversified Trust’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
-5,000
Closed -$216K – 371
2018
Q3 		$216K Buy
+5,000
New +$216K 0.01% 300
2018
Q2 		– Sell
-4,500
Closed -$217K – 333
2018
Q1 		$217K Buy
4,500
+500
+13% +$24K 0.01% 281
2017
Q4 		$203K Hold
4,000
– – 0.01% 286
2017
Q3 		$229K Buy
+4,000
New +$200K 0.02% 261

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

Diversified Trust's LDL Position: Q4 2018 in Review

Diversified Trust sold out of Lydall, Inc. (LDL) in Q4 2018, closing a stake of 5,000 shares — an estimated $216K sold.

Diversified Trust first reported a position in LDL in Q3 2017 and held it in 4 quarters. The position peaked at $229K in Q3 2017. 138 funds tracked by Wall St. Rank hold LDL as of Q4 2018.

  • Diversified Trust reported no remaining Lydall, Inc. position as of Q4 2018 after selling out during the quarter.
  • Diversified Trust sold 5,000 Lydall, Inc. shares in Q4 2018, an estimated $216K.
  • Diversified Trust first reported a position in Lydall, Inc. in Q3 2017 and held it in 4 quarters.
  • Diversified Trust's Lydall, Inc. position peaked at $229K in Q3 2017.
  • 138 funds tracked by Wall St. Rank held Lydall, Inc. as of Q4 2018.

Based on Diversified Trust's 13F filing for Q4 2018, filed 18 Jan 2019.