AH
LM

Achievement Holdings’s Legg Mason, Inc. LM Stock Holding History

Achievement Holdings’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
2015
Q4 		– Sell
-282,500
Closed -$11.8M – 147
2015
Q3 		$11.8M Buy
282,500
+158,900
+129% +$7.36M 0.98% 26
2015
Q2 		$6.37K Buy
+123,600
New +$6.66M 0.29% 77

Other funds holding LM

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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Achievement Holdings's LM Position: Q4 2015 in Review

Achievement Holdings sold out of Legg Mason, Inc. (LM) in Q4 2015, closing a stake of 282,500 shares — an estimated $11.8M sold.

Achievement Holdings first reported a position in LM in Q2 2015 and held it in 2 quarters. The position peaked at $11.8M in Q3 2015. 381 funds tracked by Wall St. Rank hold LM as of Q4 2015.

  • Achievement Holdings reported no remaining Legg Mason, Inc. position as of Q4 2015 after selling out during the quarter.
  • Achievement Holdings sold 282,500 Legg Mason, Inc. shares in Q4 2015, an estimated $11.8M.
  • Achievement Holdings first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 2 quarters.
  • Achievement Holdings's Legg Mason, Inc. position peaked at $11.8M in Q3 2015.
  • 381 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.