ClearBridge Investments
LM

ClearBridge Investments’s Legg Mason, Inc. LM Stock Holding History

ClearBridge Investments’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
-115
Closed -$4K – 1165
2019
Q3 		$4K Buy
+115
New +$4.35K ﹤0.01% 1061
2018
Q3 		– Sell
-151
Closed -$5K – 1175
2018
Q2 		$5K Buy
+151
New +$5.73K ﹤0.01% 1060

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ClearBridge Investments's LM Position: Q4 2019 in Review

ClearBridge Investments sold out of Legg Mason, Inc. (LM) in Q4 2019, closing a stake of 115 shares — an estimated $4K sold.

ClearBridge Investments first reported a position in LM in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 347 funds tracked by Wall St. Rank hold LM as of Q4 2019.

  • ClearBridge Investments reported no remaining Legg Mason, Inc. position as of Q4 2019 after selling out during the quarter.
  • ClearBridge Investments sold 115 Legg Mason, Inc. shares in Q4 2019, an estimated $4K.
  • ClearBridge Investments first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 2 quarters.
  • ClearBridge Investments's Legg Mason, Inc. position peaked at $5K in Q2 2018.
  • 347 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2019.

Based on ClearBridge Investments's 13F filing for Q4 2019, filed 14 Feb 2020.