PFO
LDL

Pathstone Family Office’s Lydall, Inc. LDL Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-60
Closed -$2K – 1465
2020
Q4 		$2K Hold
60
– – ﹤0.01% 1061
2020
Q3 		$1K Buy
+60
New +$1.04K ﹤0.01% 780

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathstone Family Office's LDL Position: Q1 2021 in Review

Pathstone Family Office sold out of Lydall, Inc. (LDL) in Q1 2021, closing a stake of 60 shares — an estimated $2K sold.

Pathstone Family Office first reported a position in LDL in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 138 funds tracked by Wall St. Rank hold LDL as of Q1 2021.

  • Pathstone Family Office reported no remaining Lydall, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 60 Lydall, Inc. shares in Q1 2021, an estimated $2K.
  • Pathstone Family Office first reported a position in Lydall, Inc. in Q3 2020 and held it in 2 quarters.
  • Pathstone Family Office's Lydall, Inc. position peaked at $2K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.