Barrow, Hanley, Mewhinney & Strauss
LM

Barrow, Hanley, Mewhinney & Strauss’s Legg Mason, Inc. LM Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q3 		– Sell
-1,941
Closed -$75K – 360
2019
Q2 		$75K Sell
1,941
-2,835
-59% -$98K ﹤0.01% 317
2019
Q1 		$131K Sell
4,776
-1,485
-24% -$42.6K ﹤0.01% 320
2018
Q4 		$159K Buy
6,261
+559
+10% +$15.7K ﹤0.01% 317
2018
Q3 		$179K Hold
5,702
– – ﹤0.01% 320
2018
Q2 		$198K Buy
+5,702
New +$216K ﹤0.01% 330
2017
Q2 		– Sell
-454
Closed -$16K – 456
2017
Q1 		$16K Buy
+454
New +$15.7K ﹤0.01% 411

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's LM Position: Q3 2019 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 1,941 shares — an estimated $75K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in LM in Q1 2017 and held it in 6 quarters. The position peaked at $198K in Q2 2018. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 1,941 Legg Mason, Inc. shares in Q3 2019, an estimated $75K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 6 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Legg Mason, Inc. position peaked at $198K in Q2 2018.
  • 329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2019, filed 14 Nov 2019.