BIM
LM

Bogle Investment Management’s Legg Mason, Inc. LM Stock Holding History

Bogle Investment Management’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
Q1 		– Sell
-15,700
Closed -$564K – 382
2019
Q4 		$564K Buy
+15,700
New +$583K 0.05% 211
2018
Q1 		– Sell
-33,000
Closed -$1.39M – 419
2017
Q4 		$1.39M Buy
33,000
+6,000
+22% +$236K 0.1% 179
2017
Q3 		$1.06M Buy
+27,000
New +$1.04M 0.07% 228
2016
Q2 		– Sell
-43,086
Closed -$1.49M – 512
2016
Q1 		$1.49M Buy
43,086
+9,116
+27% +$286K 0.1% 203
2015
Q4 		$1.33M Buy
33,970
+2,039
+6% +$87.3K 0.1% 241
2015
Q3 		$1.33M Buy
31,931
+5,766
+22% +$267K 0.09% 245
2015
Q2 		$1.35M Buy
+26,165
New +$1.41M 0.1% 230
2015
Q1 		– Sell
-17,645
Closed -$941K – 444
2014
Q4 		$941K Buy
17,645
+10,645
+152% +$562K 0.06% 267
2014
Q3 		$358K Buy
+7,000
New +$347K 0.02% 307
2013
Q4 		– Sell
-50,888
Closed -$1.7M – 377
2013
Q3 		$1.7M Buy
+50,888
New +$1.7M 0.17% 179

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bogle Investment Management's LM Position: Q1 2020 in Review

Bogle Investment Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 15,700 shares — an estimated $564K sold.

Bogle Investment Management first reported a position in LM in Q3 2013 and held it in 10 quarters. The position peaked at $1.7M in Q3 2013. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Bogle Investment Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Bogle Investment Management sold 15,700 Legg Mason, Inc. shares in Q1 2020, an estimated $564K.
  • Bogle Investment Management first reported a position in Legg Mason, Inc. in Q3 2013 and held it in 10 quarters.
  • Bogle Investment Management's Legg Mason, Inc. position peaked at $1.7M in Q3 2013.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Bogle Investment Management's 13F filing for Q1 2020, filed 13 May 2020.