BWM
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BerganKDV Wealth Management’s Leggett & Platt LEG Stock Holding History

BerganKDV Wealth Management’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-31
Closed -$993 – 983
2023
Q1 		$993 Sell
31
-129
-81% -$4.34K ﹤0.01% 903
2022
Q4 		$5.15K Sell
160
-1
-0.6% -$34 ﹤0.01% 670
2022
Q3 		$5K Buy
161
+1
+0.6% +$38 ﹤0.01% 682
2022
Q2 		$6K Hold
160
– – ﹤0.01% 671
2022
Q1 		$6K Sell
160
-688
-81% -$26.4K ﹤0.01% 692
2021
Q4 		$35K Buy
848
+678
+399% +$29.4K ﹤0.01% 470
2021
Q3 		$8K Hold
170
– – ﹤0.01% 677
2021
Q2 		$9K Sell
170
-450
-73% -$23.4K ﹤0.01% 626
2021
Q1 		$28K Hold
620
– – ﹤0.01% 439
2020
Q4 		$27K Sell
620
-218
-26% -$9.35K ﹤0.01% 428
2020
Q3 		$35K Sell
838
-42,621
-98% -$1.69M 0.01% 369
2020
Q2 		$1.53M Buy
43,459
+2,480
+6% +$76.9K 0.26% 81
2020
Q1 		$1.09M Buy
40,979
+5,167
+14% +$215K 0.22% 87
2019
Q4 		$1.82M Buy
35,812
+2,307
+7% +$113K 0.32% 69
2019
Q3 		$1.37M Buy
33,505
+4,630
+16% +$182K 0.27% 82
2019
Q2 		$1.11M Buy
28,875
+6,042
+26% +$238K 0.22% 87
2019
Q1 		$964K Buy
22,833
+2,748
+14% +$116K 0.2% 91
2018
Q4 		$720K Buy
20,085
+1,413
+8% +$53.8K 0.17% 98
2018
Q3 		$818K Sell
18,672
-650
-3% -$29.2K 0.18% 101
2018
Q2 		$863K Buy
19,322
+1,908
+11% +$81.9K 0.19% 100
2018
Q1 		$772K Buy
17,414
+1,306
+8% +$59.9K 0.21% 100
2017
Q4 		$769K Buy
16,108
+1,524
+10% +$71.9K 0.18% 106
2017
Q3 		$696K Buy
14,584
+324
+2% +$15.7K 0.17% 108
2017
Q2 		$749K Buy
14,260
+198
+1% +$10.3K 0.21% 92
2017
Q1 		$708K Buy
14,062
+1,191
+9% +$58.2K 0.21% 100
2016
Q4 		$629K Sell
12,871
-101
-0.8% -$4.8K 0.21% 98
2016
Q3 		$591K Buy
12,972
+236
+2% +$12.1K 0.2% 103
2016
Q2 		$651K Sell
12,736
-3,986
-24% -$196K 0.28% 75
2016
Q1 		$809K Buy
+16,722
New +$725K 0.49% 62

Other funds holding LEG

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's LEG Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Leggett & Platt (LEG) in Q2 2023, closing a stake of 31 shares — an estimated $993 sold.

BerganKDV Wealth Management first reported a position in LEG in Q1 2016 and held it in 29 quarters. The position peaked at $1.82M in Q4 2019. 407 funds tracked by Wall St. Rank hold LEG as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Leggett & Platt position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 31 Leggett & Platt shares in Q2 2023, an estimated $993.
  • BerganKDV Wealth Management first reported a position in Leggett & Platt in Q1 2016 and held it in 29 quarters.
  • BerganKDV Wealth Management's Leggett & Platt position peaked at $1.82M in Q4 2019.
  • 407 funds tracked by Wall St. Rank held Leggett & Platt as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.