ACL
LM

Azora Capital LP’s Legg Mason, Inc. LM Stock Holding History

Azora Capital LP’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
2019
Q4 		– Sell
-77,752
Closed -$2.97M – 55
2019
Q3 		$2.97M Buy
+77,752
New +$2.94M 0.66% 33
2018
Q3 		– Sell
-956,115
Closed -$33.2M – 50
2018
Q2 		$33.2M Buy
+956,115
New +$36.3M 5.24% 8

Other funds holding LM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Azora Capital LP's LM Position: Q4 2019 in Review

Azora Capital LP sold out of Legg Mason, Inc. (LM) in Q4 2019, closing a stake of 77,752 shares — an estimated $2.97M sold.

Azora Capital LP first reported a position in LM in Q2 2018 and held it in 2 quarters. The position peaked at $33.2M in Q2 2018. 347 funds tracked by Wall St. Rank hold LM as of Q4 2019.

  • Azora Capital LP reported no remaining Legg Mason, Inc. position as of Q4 2019 after selling out during the quarter.
  • Azora Capital LP sold 77,752 Legg Mason, Inc. shares in Q4 2019, an estimated $2.97M.
  • Azora Capital LP first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 2 quarters.
  • Azora Capital LP's Legg Mason, Inc. position peaked at $33.2M in Q2 2018.
  • 347 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2019.

Based on Azora Capital LP's 13F filing for Q4 2019, filed 14 Feb 2020.