LWM
LDL

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

Liberty 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
2019
Q2 		– Sell
-90
Closed -$2K – 960
2019
Q1 		$2K Hold
90
– – ﹤0.01% 650
2018
Q4 		$1K Buy
+90
New +$2.46K ﹤0.01% 733

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Liberty Wealth Management's LDL Position: Q2 2019 in Review

Liberty Wealth Management sold out of Lydall, Inc. (LDL) in Q2 2019, closing a stake of 90 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in LDL in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 130 funds tracked by Wall St. Rank hold LDL as of Q2 2019.

  • Liberty Wealth Management reported no remaining Lydall, Inc. position as of Q2 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 90 Lydall, Inc. shares in Q2 2019, an estimated $2K.
  • Liberty Wealth Management first reported a position in Lydall, Inc. in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's Lydall, Inc. position peaked at $2K in Q1 2019.
  • 130 funds tracked by Wall St. Rank held Lydall, Inc. as of Q2 2019.

Based on Liberty Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.