U
LDL

UBS’s Lydall, Inc. LDL Stock Holding History

UBS’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
2014
Q3 		$57K Sell
2,104
-2,556
-55% -$70.8K ﹤0.01% 6675
2014
Q2 		$127K Buy
4,660
+3,654
+363% +$93.9K ﹤0.01% 5667
2014
Q1 		$23K Buy
1,006
+177
+21% +$3.45K ﹤0.01% 7920
2013
Q4 		$15K Sell
829
-2,849
-77% -$49.1K ﹤0.01% 8532
2013
Q3 		$63K Buy
3,678
+3,159
+609% +$50.4K ﹤0.01% 6564
2013
Q2 		$8K Buy
+519
New +$7.48K ﹤0.01% 8892

Other funds holding LDL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's LDL Position: Q3 2014 in Review

UBS reduced its Lydall, Inc. (LDL) stake by 55% in Q3 2014, selling an estimated $70.8K and leaving 2,104 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #6675.

UBS first reported a position in LDL in Q2 2013 and has held it in 6 quarters since. The position peaked at $127K in Q2 2014. 120 funds tracked by Wall St. Rank hold LDL as of Q3 2014.

  • UBS held 2,104 shares of Lydall, Inc. worth $57K as of Q3 2014.
  • UBS sold 2,556 Lydall, Inc. shares in Q3 2014, an estimated $70.8K.
  • Lydall, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6675 holding.
  • UBS first reported a position in Lydall, Inc. in Q2 2013 and has held it in 6 quarters since.
  • UBS's Lydall, Inc. position peaked at $127K in Q2 2014.
  • 120 funds tracked by Wall St. Rank held Lydall, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.