JIR
LDL

James Investment Research’s Lydall, Inc. LDL Stock Holding History

James Investment Research’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
2019
Q1 		– Sell
-317
Closed -$6K – 934
2018
Q4 		$6K Sell
317
-1,400
-82% -$38.2K ﹤0.01% 745
2018
Q3 		$74K Hold
1,717
– – ﹤0.01% 640
2018
Q2 		$75K Sell
1,717
-1,200
-41% -$52.5K ﹤0.01% 642
2018
Q1 		$141K Sell
2,917
-4,405
-60% -$211K 0.01% 587
2017
Q4 		$372K Sell
7,322
-3,593
-33% -$197K 0.01% 540
2017
Q3 		$625K Sell
10,915
-73,544
-87% -$3.67M 0.02% 477
2017
Q2 		$4.37M Sell
84,459
-254,169
-75% -$13.1M 0.14% 136
2017
Q1 		$18.2M Sell
338,628
-171,125
-34% -$9.71M 0.51% 63
2016
Q4 		$31.5M Buy
509,753
+17,510
+4% +$968K 0.81% 36
2016
Q3 		$25.2M Buy
492,243
+60,856
+14% +$2.85M 0.67% 48
2016
Q2 		$16.6M Sell
431,387
-29,665
-6% -$1.1M 0.42% 74
2016
Q1 		$15M Buy
461,052
+43,492
+10% +$1.28M 0.37% 82
2015
Q4 		$14.8M Buy
417,560
+7,616
+2% +$261K 0.37% 83
2015
Q3 		$11.7M Sell
409,944
-172,006
-30% -$4.92M 0.31% 95
2015
Q2 		$17.2M Sell
581,950
-74,079
-11% -$2.14M 0.4% 85
2015
Q1 		$20.8M Buy
656,029
+105,186
+19% +$3.21M 0.49% 68
2014
Q4 		$18.1M Buy
550,843
+365,533
+197% +$10.6M 0.49% 70
2014
Q3 		$5M Buy
185,310
+9,180
+5% +$254K 0.16% 125
2014
Q2 		$4.82M Buy
176,130
+7,600
+5% +$195K 0.15% 124
2014
Q1 		$3.85M Buy
168,530
+49,070
+41% +$955K 0.12% 141
2013
Q4 		$2.1M Hold
119,460
– – 0.07% 185
2013
Q3 		$2.05M Sell
119,460
-10,800
-8% -$172K 0.08% 167
2013
Q2 		$1.9M Buy
+130,260
New +$1.88M 0.08% 153

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

James Investment Research's LDL Position: Q1 2019 in Review

James Investment Research sold out of Lydall, Inc. (LDL) in Q1 2019, closing a stake of 317 shares — an estimated $6K sold.

James Investment Research first reported a position in LDL in Q2 2013 and held it in 23 quarters. The position peaked at $31.5M in Q4 2016. 134 funds tracked by Wall St. Rank hold LDL as of Q1 2019.

  • James Investment Research reported no remaining Lydall, Inc. position as of Q1 2019 after selling out during the quarter.
  • James Investment Research sold 317 Lydall, Inc. shares in Q1 2019, an estimated $6K.
  • James Investment Research first reported a position in Lydall, Inc. in Q2 2013 and held it in 23 quarters.
  • James Investment Research's Lydall, Inc. position peaked at $31.5M in Q4 2016.
  • 134 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2019.

Based on James Investment Research's 13F filing for Q1 2019, filed 26 Apr 2019.