HIS
LDL

Horizon Investment Services’s Lydall, Inc. LDL Stock Holding History

Horizon Investment Services’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
2015
Q2 		– Sell
-82,266
Closed -$2.61M – 145
2015
Q1 		$2.61M Buy
82,266
+4,114
+5% +$126K 1.08% 40
2014
Q4 		$2.56M Buy
78,152
+14,980
+24% +$433K 1.21% 36
2014
Q3 		$1.71M Buy
+63,172
New +$1.75M 0.86% 45

Other funds holding LDL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Horizon Investment Services's LDL Position: Q2 2015 in Review

Horizon Investment Services sold out of Lydall, Inc. (LDL) in Q2 2015, closing a stake of 82,266 shares — an estimated $2.61M sold.

Horizon Investment Services first reported a position in LDL in Q3 2014 and held it in 3 quarters. The position peaked at $2.61M in Q1 2015. 121 funds tracked by Wall St. Rank hold LDL as of Q2 2015.

  • Horizon Investment Services reported no remaining Lydall, Inc. position as of Q2 2015 after selling out during the quarter.
  • Horizon Investment Services sold 82,266 Lydall, Inc. shares in Q2 2015, an estimated $2.61M.
  • Horizon Investment Services first reported a position in Lydall, Inc. in Q3 2014 and held it in 3 quarters.
  • Horizon Investment Services's Lydall, Inc. position peaked at $2.61M in Q1 2015.
  • 121 funds tracked by Wall St. Rank held Lydall, Inc. as of Q2 2015.

Based on Horizon Investment Services's 13F filing for Q2 2015, filed 20 Aug 2015.