Capital Fund Management (CFM)
LM

Capital Fund Management (CFM)’s Legg Mason, Inc. LM Stock Holding History

Capital Fund Management (CFM)’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
-9,874
Closed -$355K – 2187
2019
Q4 		$355K Buy
+9,874
New +$367K ﹤0.01% 1533
2019
Q2 		– Sell
-74,700
Closed -$2.58M – 2032
2019
Q1 		$2.04M Buy
+74,700
New +$2.14M 0.02% 803
2018
Q4 		– Sell
-68,600
Closed -$2.14M – 2343
2018
Q3 		$2.14M Buy
+68,600
New +$2.22M 0.01% 1082
2018
Q1 		– Sell
-81,900
Closed -$3.44M – 2302
2017
Q4 		$3.44M Buy
81,900
+62,300
+318% +$2.45M 0.02% 800
2017
Q3 		$770K Buy
+19,600
New +$753K 0.01% 1055
2017
Q1 		– Sell
-208,612
Closed -$6.24M – 1959
2016
Q4 		$6.24M Sell
208,612
-123,066
-37% -$3.87M 0.05% 425
2016
Q3 		$11.1M Buy
+331,678
New +$11M 0.1% 245
2016
Q1 		– Sell
-100,508
Closed -$3.94M – 1973
2015
Q4 		$3.94M Sell
100,508
-188,834
-65% -$8.09M 0.04% 505
2015
Q3 		$12M Buy
289,342
+281,343
+3,517% +$13M 0.13% 197
2015
Q2 		$412K Buy
+7,999
New +$431K 0.01% 1151
2015
Q1 		– Sell
-98,800
Closed -$5.27M – 1843
2014
Q4 		$5.27M Sell
98,800
-52,432
-35% -$2.77M 0.06% 429
2014
Q3 		$7.74M Buy
+151,232
New +$7.5M 0.09% 290
2013
Q3 		– Sell
-108,762
Closed -$3.64M – 2001
2013
Q2 		$3.37M Buy
+108,762
New +$3.55M 0.05% 465

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

Capital Fund Management (CFM)'s LM Position: Q1 2020 in Review

Capital Fund Management (CFM) sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 9,874 shares — an estimated $355K sold.

Capital Fund Management (CFM) first reported a position in LM in Q2 2013 and held it in 13 quarters. The position peaked at $12M in Q3 2015. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Capital Fund Management (CFM) reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 9,874 Legg Mason, Inc. shares in Q1 2020, an estimated $355K.
  • Capital Fund Management (CFM) first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 13 quarters.
  • Capital Fund Management (CFM)'s Legg Mason, Inc. position peaked at $12M in Q3 2015.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2020, filed 13 May 2020.