FGAM
LDL

Financial Gravity Asset Management’s Lydall, Inc. LDL Stock Holding History

Financial Gravity Asset 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
Q1 		– Sell
-1
Closed – – 915
2020
Q4 		$0 Buy
+1
New +$24 ﹤0.01% 704
2019
Q4 		– Sell
-13
Closed – – 1795
2019
Q3 		$0 Buy
13
+1
+8% +$21 ﹤0.01% 1655
2019
Q2 		$0 Buy
+12
New +$261 ﹤0.01% 1793

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

Financial Gravity Asset Management's LDL Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Lydall, Inc. (LDL) in Q1 2021, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in LDL in Q2 2019 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 138 funds tracked by Wall St. Rank hold LDL as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Lydall, Inc. position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Lydall, Inc. share in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Lydall, Inc. in Q2 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Lydall, Inc. position peaked at $0 in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.