Bank Julius Baer & Co’s Legg Mason, Inc. LM Stock Holding History

Bank Julius Baer & Co’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 Q2	–	Sell	-1,750	Closed	-$86K	–	766
2020 Q1	$86K	Buy	+1,750	New	+$76.4K	﹤0.01%	500

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Bank Julius Baer & Co's LM Position: Q2 2020 in Review

Bank Julius Baer & Co sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 1,750 shares — an estimated $86K sold.

Bank Julius Baer & Co first reported a position in LM in Q1 2020 and held it in 1 quarter. The position peaked at $86K in Q1 2020. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

Bank Julius Baer & Co reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
Bank Julius Baer & Co sold 1,750 Legg Mason, Inc. shares in Q2 2020, an estimated $86K.
Bank Julius Baer & Co first reported a position in Legg Mason, Inc. in Q1 2020 and held it in 1 quarter.
Bank Julius Baer & Co's Legg Mason, Inc. position peaked at $86K in Q1 2020.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Bank Julius Baer & Co's 13F filing for Q2 2020, filed 10 Aug 2020.