BAM
LM

Boyar Asset Management’s Legg Mason, Inc. LM Stock Holding History

Boyar Asset 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
-71,119
Closed -$2.55M – 73
2019
Q4 		$2.55M Sell
71,119
-1,852
-3% -$68.8K 1.84% 19
2019
Q3 		$2.79M Buy
72,971
+31
+0% +$1.17K 2.12% 15
2019
Q2 		$2.79M Sell
72,940
-2,556
-3% -$88.3K 2.06% 19
2019
Q1 		$2.07M Buy
75,496
+63,492
+529% +$1.82M 1.55% 23
2018
Q4 		$306K Buy
12,004
+1,562
+15% +$43.8K 0.25% 55
2018
Q3 		$326K Buy
10,442
+3,541
+51% +$114K 0.22% 55
2018
Q2 		$240K Sell
6,901
-310
-4% -$11.8K 0.18% 59
2018
Q1 		$293K Buy
7,211
+500
+7% +$20.6K 0.21% 58
2017
Q4 		$282K Sell
6,711
-526
-7% -$20.7K 0.2% 58
2017
Q3 		$284K Sell
7,237
-472
-6% -$18.1K 0.21% 59
2017
Q2 		$294K Buy
7,709
+2,075
+37% +$78.6K 0.22% 60
2017
Q1 		$203K Buy
+5,634
New +$195K 0.15% 66
2014
Q3 		– Sell
-4,600
Closed -$236K – 69
2014
Q2 		$236K Buy
4,600
+200
+5% +$9.64K 0.19% 62
2014
Q1 		$216K Buy
+4,400
New +$196K 0.18% 62

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

Boyar Asset Management's LM Position: Q1 2020 in Review

Boyar Asset Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 71,119 shares — an estimated $2.55M sold.

Boyar Asset Management first reported a position in LM in Q1 2014 and held it in 14 quarters. The position peaked at $2.79M in Q2 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Boyar Asset Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Boyar Asset Management sold 71,119 Legg Mason, Inc. shares in Q1 2020, an estimated $2.55M.
  • Boyar Asset Management first reported a position in Legg Mason, Inc. in Q1 2014 and held it in 14 quarters.
  • Boyar Asset Management's Legg Mason, Inc. position peaked at $2.79M in Q2 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Boyar Asset Management's 13F filing for Q1 2020, filed 17 Apr 2020.