HGWM
LDL

Harvest Group Wealth Management’s Lydall, Inc. LDL Stock Holding History

Harvest Group 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
Q1 		– Sell
-24
Closed -$1K – 805
2020
Q4 		$1K Hold
24
– – ﹤0.01% 614
2020
Q3 		$0 Hold
24
– – ﹤0.01% 885
2020
Q2 		$0 Buy
+24
New +$266 ﹤0.01% 935
2020
Q1 		– Sell
-53
Closed -$1K – 1138
2019
Q4 		$1K Hold
53
– – ﹤0.01% 934
2019
Q3 		$1K Hold
53
– – ﹤0.01% 983
2019
Q2 		$1K Buy
+53
New +$1.15K ﹤0.01% 864

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

Harvest Group Wealth Management's LDL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Lydall, Inc. (LDL) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in LDL in Q2 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2020. 138 funds tracked by Wall St. Rank hold LDL as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Lydall, Inc. position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 24 Lydall, Inc. shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Lydall, Inc. in Q2 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Lydall, Inc. position peaked at $1K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.