CCIA
LM

Campbell & Co Investment Adviser’s Legg Mason, Inc. LM Stock Holding History

Campbell & Co Investment Adviser’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
2019
Q4 		– Sell
-5,454
Closed -$208K – 908
2019
Q3 		$208K Buy
+5,454
New +$206K 0.08% 532
2018
Q1 		– Sell
-10,321
Closed -$433K – 574
2017
Q4 		$433K Buy
+10,321
New +$405K 0.32% 90
2013
Q3 		– Sell
-9,313
Closed -$289K – 398
2013
Q2 		$289K Buy
+9,313
New +$304K 0.06% 262

Other funds holding LM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Campbell & Co Investment Adviser's LM Position: Q4 2019 in Review

Campbell & Co Investment Adviser sold out of Legg Mason, Inc. (LM) in Q4 2019, closing a stake of 5,454 shares — an estimated $208K sold.

Campbell & Co Investment Adviser first reported a position in LM in Q2 2013 and held it in 3 quarters. The position peaked at $433K in Q4 2017. 347 funds tracked by Wall St. Rank hold LM as of Q4 2019.

  • Campbell & Co Investment Adviser reported no remaining Legg Mason, Inc. position as of Q4 2019 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 5,454 Legg Mason, Inc. shares in Q4 2019, an estimated $208K.
  • Campbell & Co Investment Adviser first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 3 quarters.
  • Campbell & Co Investment Adviser's Legg Mason, Inc. position peaked at $433K in Q4 2017.
  • 347 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2019.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2019, filed 23 Jan 2020.