Bridgewater Associates’s Legg Mason, Inc. LM Stock Holding History

Bridgewater Associates’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	-17,918	Closed	-$643K	–	645
2019 Q4	$643K	Buy	+17,918	New	+$665K	0.01%	384
2019 Q1	–	Sell	-13,847	Closed	-$353K	–	544
2018 Q4	$353K	Buy	+13,847	New	+$388K	﹤0.01%	446
2016 Q3	–	Sell	-14,400	Closed	-$425K	–	424
2016 Q2	$425K	Buy	+14,400	New	+$467K	0.01%	296
2015 Q3	–	Sell	-12,529	Closed	-$646K	–	505
2015 Q2	$646K	Buy	+12,529	New	+$675K	0.01%	251
2014 Q3	–	Sell	-4,333	Closed	-$222K	–	435
2014 Q2	$222K	Buy	4,333 +100	+2%	+$4.82K	﹤0.01%	290
2014 Q1	$208K	Sell	4,233 -16,000	-79%	-$713K	﹤0.01%	330
2013 Q4	$880K	Buy	20,233 +500	+3%	+$19.4K	0.01%	239
2013 Q3	$660K	Buy	+19,733	New	+$661K	0.01%	252

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bridgewater Associates's LM Position: Q1 2020 in Review

Bridgewater Associates sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 17,918 shares — an estimated $643K sold.

Bridgewater Associates first reported a position in LM in Q3 2013 and held it in 8 quarters. The position peaked at $880K in Q4 2013. 319 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Bridgewater Associates reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Bridgewater Associates sold 17,918 Legg Mason, Inc. shares in Q1 2020, an estimated $643K.
Bridgewater Associates first reported a position in Legg Mason, Inc. in Q3 2013 and held it in 8 quarters.
Bridgewater Associates's Legg Mason, Inc. position peaked at $880K in Q4 2013.
319 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Bridgewater Associates's 13F filing for Q1 2020, filed 14 May 2020.