Bessemer Group’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-925
| Closed | -$46K | – | 1798 |
|
|
2020
Q2 | $46K | Hold |
925
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q1 | $45K | Sell |
925
-1,081
| -54% | -$47.2K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $73K | Hold |
2,006
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q3 | $76K | Sell |
2,006
-3,788
| -65% | -$143K | ﹤0.01% | 1207 |
|
|
2019
Q2 | $221K | Hold |
5,794
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $158K | Buy |
5,794
+4,493
| +345% | +$129K | ﹤0.01% | 1034 |
|
|
2018
Q4 | $33K | Buy |
1,301
+101
| +8% | +$2.83K | ﹤0.01% | 1415 |
|
|
2018
Q3 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 1320 |
|
|
2018
Q2 | $42K | Hold |
1,200
| – | – | ﹤0.01% | 1268 |
|
|
2018
Q1 | $48K | Sell |
1,200
-3,299
| -73% | -$136K | ﹤0.01% | 1246 |
|
|
2017
Q4 | $189K | Buy |
4,499
+3,089
| +219% | +$121K | ﹤0.01% | 1027 |
|
|
2017
Q3 | $55K | Buy |
1,410
+60
| +4% | +$2.3K | ﹤0.01% | 1290 |
|
|
2017
Q2 | $52K | Hold |
1,350
| – | – | ﹤0.01% | 1290 |
|
|
2017
Q1 | $49K | Hold |
1,350
| – | – | ﹤0.01% | 1307 |
|
|
2016
Q4 | $40K | Buy |
1,350
+600
| +80% | +$18.9K | ﹤0.01% | 1398 |
|
|
2016
Q3 | $25K | Hold |
750
| – | – | ﹤0.01% | 1324 |
|
|
2016
Q2 | $22K | Hold |
750
| – | – | ﹤0.01% | 987 |
|
|
2016
Q1 | $26K | Hold |
750
| – | – | ﹤0.01% | 1013 |
|
|
2015
Q4 | $29K | Hold |
750
| – | – | ﹤0.01% | 1070 |
|
|
2015
Q3 | $31K | Hold |
750
| – | – | ﹤0.01% | 1044 |
|
|
2015
Q2 | $39K | Hold |
750
| – | – | ﹤0.01% | 1018 |
|
|
2015
Q1 | $41K | Hold |
750
| – | – | ﹤0.01% | 1002 |
|
|
2014
Q4 | $40K | Hold |
750
| – | – | ﹤0.01% | 987 |
|
|
2014
Q3 | $38K | Sell |
750
-450
| -38% | -$22.3K | ﹤0.01% | 926 |
|
|
2014
Q2 | $61K | Hold |
1,200
| – | – | ﹤0.01% | 851 |
|
|
2014
Q1 | $59K | Hold |
1,200
| – | – | ﹤0.01% | 833 |
|
|
2013
Q4 | $53K | Hold |
1,200
| – | – | ﹤0.01% | 854 |
|
|
2013
Q3 | $40K | Sell |
1,200
-51,100
| -98% | -$1.71M | ﹤0.01% | 859 |
|
|
2013
Q2 | $1.62M | Buy |
+52,300
| New | +$1.71M | 0.01% | 321 |
|
Bessemer Group's LM Position: Q3 2020 in Review
Bessemer Group sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 925 shares — an estimated $46K sold.
Bessemer Group first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $1.62M in Q2 2013. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Bessemer Group reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Bessemer Group sold 925 Legg Mason, Inc. shares in Q3 2020, an estimated $46K.
- Bessemer Group first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- Bessemer Group's Legg Mason, Inc. position peaked at $1.62M in Q2 2013.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Bessemer Group's 13F filing for Q3 2020, filed 12 Nov 2020.