O'Shaughnessy Asset Management’s Lydall, Inc. LDL Stock Holding History

O'Shaughnessy Asset 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 Q2	–	Sell	-33	Closed	-$1K	–	2747
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	2342
2020 Q4	$1K	Buy	+33	New	+$794	﹤0.01%	2046
2017 Q4	–	Sell	-4,689	Closed	-$269K	–	1026
2017 Q3	$269K	Sell	4,689 -50,754	-92%	-$2.53M	0.01%	466
2017 Q2	$2.87M	Sell	55,443 -2,240	-4%	-$115K	0.07%	171
2017 Q1	$3.09M	Sell	57,683 -2,794	-5%	-$159K	0.07%	158
2016 Q4	$3.74M	Buy	60,477 +10,926	+22%	+$604K	0.09%	141
2016 Q3	$2.53M	Buy	+49,551	New	+$2.32M	0.06%	189
2015 Q2	–	Sell	-29,513	Closed	-$935K	–	1125
2015 Q1	$935K	Sell	29,513 -8,803	-23%	-$269K	0.02%	309
2014 Q4	$1.25M	Buy	38,316 +4,542	+13%	+$131K	0.02%	292
2014 Q3	$910K	Buy	33,774 +33,473	+11,121%	+$927K	0.02%	342
2014 Q2	$8K	Sell	301 -358	-54%	-$9.2K	﹤0.01%	798
2014 Q1	$15K	Buy	659 +482	+272%	+$9.38K	﹤0.01%	726
2013 Q4	$3K	Buy	177 +17	+11%	+$293	﹤0.01%	885
2013 Q3	$3K	Hold	160	–	–	﹤0.01%	856
2013 Q2	$2K	Buy	+160	New	+$2.31K	﹤0.01%	870

Other funds holding LDL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's LDL Position: Q2 2021 in Review

O'Shaughnessy Asset Management sold out of Lydall, Inc. (LDL) in Q2 2021, closing a stake of 33 shares — an estimated $1K sold.

O'Shaughnessy Asset Management first reported a position in LDL in Q2 2013 and held it in 15 quarters. The position peaked at $3.74M in Q4 2016. 157 funds tracked by Wall St. Rank hold LDL as of Q2 2021.

O'Shaughnessy Asset Management reported no remaining Lydall, Inc. position as of Q2 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 33 Lydall, Inc. shares in Q2 2021, an estimated $1K.
O'Shaughnessy Asset Management first reported a position in Lydall, Inc. in Q2 2013 and held it in 15 quarters.
O'Shaughnessy Asset Management's Lydall, Inc. position peaked at $3.74M in Q4 2016.
157 funds tracked by Wall St. Rank held Lydall, Inc. as of Q2 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.