PWPS
LDL

Pinnacle Wealth Planning Services’s Lydall, Inc. LDL Stock Holding History

Pinnacle Wealth Planning Services’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
-115
Closed -$3K – 2251
2020
Q4 		$3K Buy
+115
New +$2.77K ﹤0.01% 1890

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

Pinnacle Wealth Planning Services's LDL Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Lydall, Inc. (LDL) in Q1 2021, closing a stake of 115 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in LDL in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 138 funds tracked by Wall St. Rank hold LDL as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Lydall, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 115 Lydall, Inc. shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in Lydall, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Lydall, Inc. position peaked at $3K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.