WHG
LDL

Westwood Holdings Group’s Lydall, Inc. LDL Stock Holding History

Westwood Holdings 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
2019
Q4 		– Sell
-615,558
Closed -$15.3M – 546
2019
Q3 		$15.3M Sell
615,558
-18,594
-3% -$397K 0.17% 179
2019
Q2 		$12.8M Sell
634,152
-50,228
-7% -$1.09M 0.14% 190
2019
Q1 		$16.1M Buy
684,380
+116,369
+20% +$2.94M 0.17% 166
2018
Q4 		$11.5M Buy
568,011
+193,294
+52% +$5.27M 0.13% 176
2018
Q3 		$16.1M Sell
374,717
-2,828
-0.7% -$122K 0.14% 162
2018
Q2 		$16.5M Buy
377,545
+72,336
+24% +$3.17M 0.14% 172
2018
Q1 		$14.7M Buy
305,209
+35,496
+13% +$1.7M 0.12% 179
2017
Q4 		$13.7M Buy
269,713
+29,267
+12% +$1.6M 0.1% 179
2017
Q3 		$13.8M Buy
240,446
+60,518
+34% +$3.02M 0.11% 172
2017
Q2 		$9.3M Buy
+179,928
New +$9.27M 0.08% 200

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Westwood Holdings Group's LDL Position: Q4 2019 in Review

Westwood Holdings Group sold out of Lydall, Inc. (LDL) in Q4 2019, closing a stake of 615,558 shares — an estimated $15.3M sold.

Westwood Holdings Group first reported a position in LDL in Q2 2017 and held it in 10 quarters. The position peaked at $16.5M in Q2 2018. 125 funds tracked by Wall St. Rank hold LDL as of Q4 2019.

  • Westwood Holdings Group reported no remaining Lydall, Inc. position as of Q4 2019 after selling out during the quarter.
  • Westwood Holdings Group sold 615,558 Lydall, Inc. shares in Q4 2019, an estimated $15.3M.
  • Westwood Holdings Group first reported a position in Lydall, Inc. in Q2 2017 and held it in 10 quarters.
  • Westwood Holdings Group's Lydall, Inc. position peaked at $16.5M in Q2 2018.
  • 125 funds tracked by Wall St. Rank held Lydall, Inc. as of Q4 2019.

Based on Westwood Holdings Group's 13F filing for Q4 2019, filed 14 Feb 2020.