CT
LM

Caldwell Trust’s Legg Mason, Inc. LM Stock Holding History

Caldwell Trust’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
Q3 		– Sell
-800
Closed -$39.8K – 775
2020
Q2 		$39.8K Hold
800
– – 0.01% 442
2020
Q1 		$39.1K Hold
800
– – 0.01% 444
2019
Q4 		$28.7K Buy
+800
New +$29.7K ﹤0.01% 538

Caldwell Trust's LM Position: Q3 2020 in Review

Caldwell Trust sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 800 shares — an estimated $39.8K sold.

Caldwell Trust first reported a position in LM in Q4 2019 and held it in 3 quarters. The position peaked at $39.8K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Caldwell Trust reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 800 Legg Mason, Inc. shares in Q3 2020, an estimated $39.8K.
  • Caldwell Trust first reported a position in Legg Mason, Inc. in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's Legg Mason, Inc. position peaked at $39.8K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.