SPIA
LDL

Steward Partners Investment Advisory’s Lydall, Inc. LDL Stock Holding History

Steward Partners Investment Advisory’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
-1,000
Closed -$33.7K – 7562
2021
Q1 		$33.7K Buy
+1,000
New +$34.2K ﹤0.01% 2201

Other funds holding LDL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's LDL Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Lydall, Inc. (LDL) in Q2 2021, closing a stake of 1,000 shares — an estimated $33.7K sold.

Steward Partners Investment Advisory first reported a position in LDL in Q1 2021 and held it in 1 quarter. The position peaked at $33.7K in Q1 2021. 157 funds tracked by Wall St. Rank hold LDL as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Lydall, Inc. position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Lydall, Inc. shares in Q2 2021, an estimated $33.7K.
  • Steward Partners Investment Advisory first reported a position in Lydall, Inc. in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Lydall, Inc. position peaked at $33.7K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Lydall, Inc. as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.