Aperio Group’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 |
-409,654
| Closed | -$20.4M | – | 2412 |
|
|
2020
Q2 | $20.4M | Buy |
409,654
+220,374
| +116% | +$10.9M | 0.08% | 252 |
|
|
2020
Q1 | $9.25M | Buy |
189,280
+59,975
| +46% | +$2.62M | 0.04% | 436 |
|
|
2019
Q4 | $4.64M | Buy |
129,305
+23,659
| +22% | +$878K | 0.02% | 763 |
|
|
2019
Q3 | $4.04M | Sell |
105,646
-1,710
| -2% | -$64.7K | 0.02% | 778 |
|
|
2019
Q2 | $4.11M | Buy |
107,356
+184
| +0.2% | +$6.36K | 0.02% | 779 |
|
|
2019
Q1 | $2.93M | Sell |
107,172
-5,367
| -5% | -$154K | 0.01% | 887 |
|
|
2018
Q4 | $2.87M | Buy |
112,539
+29,226
| +35% | +$819K | 0.01% | 841 |
|
|
2018
Q3 | $2.6M | Sell |
83,313
-4,522
| -5% | -$146K | 0.01% | 920 |
|
|
2018
Q2 | $3.05M | Sell |
87,835
-2,776
| -3% | -$105K | 0.01% | 834 |
|
|
2018
Q1 | $3.68M | Buy |
90,611
+3,753
| +4% | +$155K | 0.02% | 763 |
|
|
2017
Q4 | $3.65M | Sell |
86,858
-1,096
| -1% | -$43K | 0.02% | 759 |
|
|
2017
Q3 | $3.46M | Buy |
87,954
+1,500
| +2% | +$57.6K | 0.02% | 736 |
|
|
2017
Q2 | $3.3M | Buy |
86,454
+4,265
| +5% | +$162K | 0.02% | 726 |
|
|
2017
Q1 | $2.97M | Sell |
82,189
-424
| -0.5% | -$14.7K | 0.02% | 734 |
|
|
2016
Q4 | $2.47M | Sell |
82,613
-15,858
| -16% | -$498K | 0.02% | 746 |
|
|
2016
Q3 | $3.3M | Buy |
98,471
+7,429
| +8% | +$247K | 0.02% | 671 |
|
|
2016
Q2 | $2.69M | Sell |
91,042
-1
| -0% | -$32 | 0.02% | 705 |
|
|
2016
Q1 | $3.16M | Buy |
91,043
+46,914
| +106% | +$1.47M | 0.03% | 634 |
|
|
2015
Q4 | $1.73M | Buy |
44,129
+7,099
| +19% | +$304K | 0.02% | 800 |
|
|
2015
Q3 | $1.54M | Sell |
37,030
-30
| -0.1% | -$1.39K | 0.02% | 817 |
|
|
2015
Q2 | $1.91M | Buy |
37,060
+1,372
| +4% | +$73.9K | 0.02% | 736 |
|
|
2015
Q1 | $1.97M | Sell |
35,688
-3,327
| -9% | -$187K | 0.02% | 695 |
|
|
2014
Q4 | $2.08M | Buy |
39,015
+45
| +0.1% | +$2.37K | 0.03% | 627 |
|
|
2014
Q3 | $1.99M | Buy |
38,970
+2,777
| +8% | +$138K | 0.03% | 616 |
|
|
2014
Q2 | $1.86M | Buy |
36,193
+3,863
| +12% | +$186K | 0.03% | 613 |
|
|
2014
Q1 | $1.58M | Buy |
+32,330
| New | +$1.44M | 0.02% | 789 |
|
|
2013
Q4 | – | Sell |
-26,106
| Closed | -$1.01M | – | 876 |
|
|
2013
Q3 | $873K | Buy |
26,106
+1,713
| +7% | +$57.4K | 0.02% | 901 |
|
|
2013
Q2 | $756K | Buy |
+24,393
| New | +$797K | 0.02% | 871 |
|
Aperio Group's LM Position: Q3 2020 in Review
Aperio Group sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 409,654 shares — an estimated $20.4M sold.
Aperio Group first reported a position in LM in Q2 2013 and held it in 28 quarters. The position peaked at $20.4M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Aperio Group reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Aperio Group sold 409,654 Legg Mason, Inc. shares in Q3 2020, an estimated $20.4M.
- Aperio Group first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 28 quarters.
- Aperio Group's Legg Mason, Inc. position peaked at $20.4M in Q2 2020.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Aperio Group's 13F filing for Q3 2020, filed 6 Nov 2020.