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Wittenberg Investment Management’s LGL Group LGL Stock Holding History

Wittenberg Investment Management’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-27,676
Closed -$85K – 80
2019
Q2 		$85K Sell
27,676
-19,044
-41% -$56.2K 0.04% 76
2019
Q1 		$115K Sell
46,720
-19,652
-30% -$51.4K 0.05% 75
2018
Q4 		$153K Hold
66,372
– – 0.07% 74
2018
Q3 		$178K Sell
66,372
-169,460
-72% -$418K 0.07% 73
2018
Q2 		$460K Buy
235,832
+18,034
+8% +$36.5K 0.19% 54
2018
Q1 		$459K Buy
+217,798
New +$455K 0.2% 54

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wittenberg Investment Management's LGL Position: Q3 2019 in Review

Wittenberg Investment Management sold out of LGL Group (LGL) in Q3 2019, closing a stake of 27,676 shares — an estimated $85K sold.

Wittenberg Investment Management first reported a position in LGL in Q1 2018 and held it in 6 quarters. The position peaked at $460K in Q2 2018. 19 funds tracked by Wall St. Rank hold LGL as of Q3 2019.

  • Wittenberg Investment Management reported no remaining LGL Group position as of Q3 2019 after selling out during the quarter.
  • Wittenberg Investment Management sold 27,676 LGL Group shares in Q3 2019, an estimated $85K.
  • Wittenberg Investment Management first reported a position in LGL Group in Q1 2018 and held it in 6 quarters.
  • Wittenberg Investment Management's LGL Group position peaked at $460K in Q2 2018.
  • 19 funds tracked by Wall St. Rank held LGL Group as of Q3 2019.

Based on Wittenberg Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.