Arden Trust’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
-5,023
Closed -$250K 330
2020
Q2
$250K Sell
5,023
-1,754
-26% -$87.1K 0.05% 276
2020
Q1
$331K Sell
6,777
-575
-8% -$25.1K 0.07% 221
2019
Q4
$264K Buy
7,352
+786
+12% +$29.2K 0.04% 288
2019
Q3
$251K Sell
6,566
-119
-2% -$4.5K 0.04% 308
2019
Q2
$256K Buy
+6,685
New +$231K 0.04% 296

Arden Trust's LM Position: Q3 2020 in Review

Arden Trust sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 5,023 shares — an estimated $250K sold.

Arden Trust first reported a position in LM in Q2 2019 and held it in 5 quarters. The position peaked at $331K in Q1 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Arden Trust reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Arden Trust sold 5,023 Legg Mason, Inc. shares in Q3 2020, an estimated $250K.
  • Arden Trust first reported a position in Legg Mason, Inc. in Q2 2019 and held it in 5 quarters.
  • Arden Trust's Legg Mason, Inc. position peaked at $331K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Arden Trust's 13F filing for Q3 2020, filed 15 Oct 2020.