JA
LDL

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

JOYN 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
2019
Q1 		– Sell
-1,144
Closed -$23K – 1604
2018
Q4 		$23K Buy
1,144
+1,081
+1,716% +$29.5K 0.01% 618
2018
Q3 		$3K Buy
63
+23
+58% +$993 ﹤0.01% 1405
2018
Q2 		$2K Buy
40
+31
+344% +$1.36K ﹤0.01% 1482
2018
Q1 		$0 Buy
+9
New +$432 ﹤0.01% 1449

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

JOYN Advisors's LDL Position: Q1 2019 in Review

JOYN Advisors sold out of Lydall, Inc. (LDL) in Q1 2019, closing a stake of 1,144 shares — an estimated $23K sold.

JOYN Advisors first reported a position in LDL in Q1 2018 and held it in 4 quarters. The position peaked at $23K in Q4 2018. 134 funds tracked by Wall St. Rank hold LDL as of Q1 2019.

  • JOYN Advisors reported no remaining Lydall, Inc. position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,144 Lydall, Inc. shares in Q1 2019, an estimated $23K.
  • JOYN Advisors first reported a position in Lydall, Inc. in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Lydall, Inc. position peaked at $23K in Q4 2018.
  • 134 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.