AIM
LM

abrdn Investment Management’s Legg Mason, Inc. LM Stock Holding History

abrdn Investment Management’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
2014
Q4 		– Sell
-4,271
Closed -$219K – 580
2014
Q3 		$219K Sell
4,271
-80
-2% -$3.97K ﹤0.01% 576
2014
Q2 		$223K Sell
4,351
-289
-6% -$13.9K ﹤0.01% 554
2014
Q1 		$228K Sell
4,640
-37
-0.8% -$1.65K ﹤0.01% 468
2013
Q4 		$203K Buy
+4,677
New +$181K ﹤0.01% 499

Other funds holding LM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

abrdn Investment Management's LM Position: Q4 2014 in Review

abrdn Investment Management sold out of Legg Mason, Inc. (LM) in Q4 2014, closing a stake of 4,271 shares — an estimated $219K sold.

abrdn Investment Management first reported a position in LM in Q4 2013 and held it in 4 quarters. The position peaked at $228K in Q1 2014. 377 funds tracked by Wall St. Rank hold LM as of Q4 2014.

  • abrdn Investment Management reported no remaining Legg Mason, Inc. position as of Q4 2014 after selling out during the quarter.
  • abrdn Investment Management sold 4,271 Legg Mason, Inc. shares in Q4 2014, an estimated $219K.
  • abrdn Investment Management first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 4 quarters.
  • abrdn Investment Management's Legg Mason, Inc. position peaked at $228K in Q1 2014.
  • 377 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2014.

Based on abrdn Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.