GA
LDL

Geneva Advisors’s Lydall, Inc. LDL Stock Holding History

Geneva Advisors’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
2017
Q2 		$834K Buy
16,140
+617
+4% +$31.8K 0.01% 399
2017
Q1 		$832K Sell
15,523
-4,979
-24% -$282K 0.01% 391
2016
Q4 		$1.27M Buy
20,502
+2,555
+14% +$141K 0.02% 282
2016
Q3 		$918K Buy
17,947
+580
+3% +$27.2K 0.02% 342
2016
Q2 		$670K Buy
17,367
+6,213
+56% +$230K 0.01% 384
2016
Q1 		$363K Buy
+11,154
New +$327K 0.01% 505

Other funds holding LDL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geneva Advisors's LDL Position: Q2 2017 in Review

Geneva Advisors increased its Lydall, Inc. (LDL) stake by 4% in Q2 2017, buying an estimated $31.8K and bringing the position to 16,140 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #399.

Geneva Advisors first reported a position in LDL in Q1 2016 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2016. 147 funds tracked by Wall St. Rank hold LDL as of Q2 2017.

  • Geneva Advisors held 16,140 shares of Lydall, Inc. worth $834K as of Q2 2017.
  • Geneva Advisors bought 617 Lydall, Inc. shares in Q2 2017, an estimated $31.8K.
  • Lydall, Inc. made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #399 holding.
  • Geneva Advisors first reported a position in Lydall, Inc. in Q1 2016 and has held it in 6 quarters since.
  • Geneva Advisors's Lydall, Inc. position peaked at $1.27M in Q4 2016.
  • 147 funds tracked by Wall St. Rank held Lydall, Inc. as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.