Ancora Advisors’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,951
| Closed | -$545K | – | 1488 |
|
|
2020
Q2 | $545K | Hold |
10,951
| – | – | 0.02% | 413 |
|
|
2020
Q1 | $535K | Buy |
10,951
+10,351
| +1,725% | +$452K | 0.02% | 446 |
|
|
2019
Q4 | $22K | Buy |
+600
| New | +$22.3K | ﹤0.01% | 1054 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$16K | – | 1264 |
|
|
2018
Q3 | $16K | Buy |
+500
| New | +$16.2K | ﹤0.01% | 1117 |
|
|
2017
Q1 | – | Sell |
-900
| Closed | -$27K | – | 1161 |
|
|
2016
Q4 | $27K | Buy |
+900
| New | +$28.3K | ﹤0.01% | 886 |
|
|
2016
Q2 | – | Sell |
-6,400
| Closed | -$222K | – | 546 |
|
|
2016
Q1 | $222K | Buy |
+6,400
| New | +$201K | 0.03% | 429 |
|
|
2014
Q2 | – | Sell |
-4,600
| Closed | -$226K | – | 500 |
|
|
2014
Q1 | $226K | Sell |
4,600
-15,200
| -77% | -$677K | 0.03% | 390 |
|
|
2013
Q4 | $861K | Sell |
19,800
-5,000
| -20% | -$194K | 0.13% | 188 |
|
|
2013
Q3 | $829K | Sell |
24,800
-26,500
| -52% | -$887K | 0.14% | 171 |
|
|
2013
Q2 | $1.59M | Buy |
+51,300
| New | +$1.68M | 0.27% | 93 |
|
Ancora Advisors's LM Position: Q3 2020 in Review
Ancora Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 10,951 shares — an estimated $545K sold.
Ancora Advisors first reported a position in LM in Q2 2013 and held it in 10 quarters. The position peaked at $1.59M in Q2 2013. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Ancora Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Ancora Advisors sold 10,951 Legg Mason, Inc. shares in Q3 2020, an estimated $545K.
- Ancora Advisors first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 10 quarters.
- Ancora Advisors's Legg Mason, Inc. position peaked at $1.59M in Q2 2013.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Ancora Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.