BDF
LM

Balasa Dinverno & Foltz’s Legg Mason, Inc. LM Stock Holding History

Balasa Dinverno & Foltz’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
2020
Q3 		– Sell
-22,830
Closed -$1.14M – 274
2020
Q2 		$1.14M Buy
22,830
+11,123
+95% +$552K 0.13% 74
2020
Q1 		$572K Buy
+11,707
New +$511K 0.07% 124

Balasa Dinverno & Foltz's LM Position: Q3 2020 in Review

Balasa Dinverno & Foltz sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 22,830 shares — an estimated $1.14M sold.

Balasa Dinverno & Foltz first reported a position in LM in Q1 2020 and held it in 2 quarters. The position peaked at $1.14M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Balasa Dinverno & Foltz reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 22,830 Legg Mason, Inc. shares in Q3 2020, an estimated $1.14M.
  • Balasa Dinverno & Foltz first reported a position in Legg Mason, Inc. in Q1 2020 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's Legg Mason, Inc. position peaked at $1.14M in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2020, filed 10 Nov 2020.