ARTA
LM

A.R.T. Advisors’s Legg Mason, Inc. LM Stock Holding History

A.R.T. Advisors’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-49,953
Closed -$1.79M – 1249
2019
Q4 		$1.79M Buy
49,953
+24,000
+92% +$891K 0.09% 338
2019
Q3 		$991K Sell
25,953
-7,449
-22% -$282K 0.05% 557
2019
Q2 		$1.28M Buy
+33,402
New +$1.15M 0.07% 375
2018
Q4 		– Sell
-61,300
Closed -$1.91M – 1827
2018
Q3 		$1.91M Buy
61,300
+16,300
+36% +$527K 0.09% 311
2018
Q2 		$1.56M Buy
+45,000
New +$1.71M 0.06% 457
2018
Q1 		– Sell
-93,600
Closed -$3.93M – 1879
2017
Q4 		$3.93M Buy
93,600
+73,800
+373% +$2.9M 0.17% 141
2017
Q3 		$778K Buy
+19,800
New +$760K 0.04% 646
2017
Q1 		– Sell
-109,900
Closed -$3.29M – 1838
2016
Q4 		$3.29M Buy
+109,900
New +$3.45M 0.2% 132
2016
Q3 		– Sell
-107,678
Closed -$3.17M – 1367
2016
Q2 		$3.17M Sell
107,678
-20,297
-16% -$658K 0.16% 172
2016
Q1 		$4.44M Sell
127,975
-8,800
-6% -$276K 0.2% 118
2015
Q4 		$5.37M Buy
136,775
+3,268
+2% +$140K 0.25% 75
2015
Q3 		$5.55M Buy
133,507
+59,201
+80% +$2.74M 0.21% 116
2015
Q2 		$3.83M Buy
74,306
+35,986
+94% +$1.94M 0.13% 221
2015
Q1 		$2.12M Sell
38,320
-61,556
-62% -$3.45M 0.07% 379
2014
Q4 		$5.33M Buy
+99,876
New +$5.27M 0.2% 116
2014
Q3 		– Sell
-38,966
Closed -$2M – 1617
2014
Q2 		$2M Buy
38,966
+31,626
+431% +$1.52M 0.1% 284
2014
Q1 		$359K Buy
+7,340
New +$327K 0.02% 917
2013
Q4 		– Sell
-95,480
Closed -$3.19M – 1621
2013
Q3 		$3.19M Sell
95,480
-161,544
-63% -$5.41M 0.17% 164
2013
Q2 		$7.97M Buy
+257,024
New +$8.4M 0.26% 81

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

A.R.T. Advisors's LM Position: Q1 2020 in Review

A.R.T. Advisors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 49,953 shares — an estimated $1.79M sold.

A.R.T. Advisors first reported a position in LM in Q2 2013 and held it in 19 quarters. The position peaked at $7.97M in Q2 2013. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • A.R.T. Advisors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 49,953 Legg Mason, Inc. shares in Q1 2020, an estimated $1.79M.
  • A.R.T. Advisors first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 19 quarters.
  • A.R.T. Advisors's Legg Mason, Inc. position peaked at $7.97M in Q2 2013.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.