Patten Group’s Lydall, Inc. LDL Stock Holding History

Patten Group’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
2018 Q4	–	Sell	-155	Closed	-$7K	–	714
2018 Q3	$7K	Hold	155	–	–	﹤0.01%	581
2018 Q2	$7K	Buy	+155	New	+$6.78K	﹤0.01%	557

Other funds holding LDL

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patten Group's LDL Position: Q4 2018 in Review

Patten Group sold out of Lydall, Inc. (LDL) in Q4 2018, closing a stake of 155 shares — an estimated $7K sold.

Patten Group first reported a position in LDL in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 138 funds tracked by Wall St. Rank hold LDL as of Q4 2018.

Patten Group reported no remaining Lydall, Inc. position as of Q4 2018 after selling out during the quarter.
Patten Group sold 155 Lydall, Inc. shares in Q4 2018, an estimated $7K.
Patten Group first reported a position in Lydall, Inc. in Q2 2018 and held it in 2 quarters.
Patten Group's Lydall, Inc. position peaked at $7K in Q3 2018.
138 funds tracked by Wall St. Rank held Lydall, Inc. as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.