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LM

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

Carlson Capital’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
-2,908,829
Closed -$145M – 211
2020
Q2 		$145M Buy
2,908,829
+962,499
+49% +$47.8M 4% 1
2020
Q1 		$95.1M Buy
+1,946,330
New +$84.9M 2.51% 6

Carlson Capital's LM Position: Q3 2020 in Review

Carlson Capital sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 2,908,829 shares — an estimated $145M sold.

Carlson Capital first reported a position in LM in Q1 2020 and held it in 2 quarters. The position peaked at $145M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Carlson Capital reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Carlson Capital sold 2,908,829 Legg Mason, Inc. shares in Q3 2020, an estimated $145M.
  • Carlson Capital first reported a position in Legg Mason, Inc. in Q1 2020 and held it in 2 quarters.
  • Carlson Capital's Legg Mason, Inc. position peaked at $145M in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Carlson Capital's 13F filing for Q3 2020, filed 16 Nov 2020.