Capital World Investors’s Legg Mason, Inc. LM Stock Holding History

Capital World Investors’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	-915,285	Closed	-$32.9M	–	565
2019 Q4	$32.9M	Hold	915,285	–	–	0.01%	380
2019 Q3	$35M	Hold	915,285	–	–	0.01%	367
2019 Q2	$35M	Hold	915,285	–	–	0.01%	378
2019 Q1	$25.1M	Hold	915,285	–	–	0.01%	417
2018 Q4	$23.3M	Hold	915,285	–	–	0.01%	422
2018 Q3	$28.6M	Hold	915,285	–	–	0.01%	434
2018 Q2	$31.8M	Hold	915,285	–	–	0.01%	412
2018 Q1	$37.2M	Hold	915,285	–	–	0.01%	375
2017 Q4	$38.4M	Hold	915,285	–	–	0.01%	374
2017 Q3	$36M	Hold	915,285	–	–	0.01%	381
2017 Q2	$34.9M	Hold	915,285	–	–	0.01%	373
2017 Q1	$33.1M	Sell	915,285 -565,000	-38%	-$19.6M	0.01%	384
2016 Q4	$44.3M	Buy	1,480,285 +915,285	+162%	+$28.8M	0.01%	353
2016 Q3	$18.9M	Hold	565,000	–	–	﹤0.01%	405
2016 Q2	$16.7M	Hold	565,000	–	–	﹤0.01%	411
2016 Q1	$19.6M	Hold	565,000	–	–	0.01%	404
2015 Q4	$22.2M	Hold	565,000	–	–	0.01%	412
2015 Q3	$23.5M	Hold	565,000	–	–	0.01%	409
2015 Q2	$29.1M	Hold	565,000	–	–	0.01%	409
2015 Q1	$31.2M	Hold	565,000	–	–	0.01%	408
2014 Q4	$30.2M	Hold	565,000	–	–	0.01%	411
2014 Q3	$28.9M	Hold	565,000	–	–	0.01%	404
2014 Q2	$29M	Hold	565,000	–	–	0.01%	398
2014 Q1	$27.7M	Hold	565,000	–	–	0.01%	390
2013 Q4	$24.6M	Hold	565,000	–	–	0.01%	396
2013 Q3	$18.9M	Hold	565,000	–	–	0.01%	409
2013 Q2	$17.5M	Buy	+565,000	New	+$18.5M	0.01%	406

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 $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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Capital World Investors's LM Position: Q1 2020 in Review

Capital World Investors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 915,285 shares — an estimated $32.9M sold.

Capital World Investors first reported a position in LM in Q2 2013 and held it in 27 quarters. The position peaked at $44.3M in Q4 2016. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Capital World Investors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Capital World Investors sold 915,285 Legg Mason, Inc. shares in Q1 2020, an estimated $32.9M.
Capital World Investors first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 27 quarters.
Capital World Investors's Legg Mason, Inc. position peaked at $44.3M in Q4 2016.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Capital World Investors's 13F filing for Q1 2020, filed 15 May 2020.