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LM

Compagnie Lombard Odier SCmA’s Legg Mason, Inc. LM Stock Holding History

Compagnie Lombard Odier SCmA’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
Q1 		– Sell
-5,680
Closed -$163K – 620
2018
Q4 		$145K Buy
+5,680
New +$159K 0.01% 296
2015
Q2 		– Sell
-2,147
Closed -$119K – 959
2015
Q1 		$119K Hold
2,147
– – ﹤0.01% 621
2014
Q4 		$115K Hold
2,147
– – 0.01% 524
2014
Q3 		$110K Hold
2,147
– – ﹤0.01% 630
2014
Q2 		$110K Hold
2,147
– – ﹤0.01% 650
2014
Q1 		$105K Sell
2,147
-3,218
-60% -$143K ﹤0.01% 645
2013
Q4 		$233K Buy
+5,365
New +$208K 0.01% 493

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Compagnie Lombard Odier SCmA's LM Position: Q1 2019 in Review

Compagnie Lombard Odier SCmA sold out of Legg Mason, Inc. (LM) in Q1 2019, closing a stake of 5,680 shares — an estimated $163K sold.

Compagnie Lombard Odier SCmA first reported a position in LM in Q4 2013 and held it in 7 quarters. The position peaked at $233K in Q4 2013. 322 funds tracked by Wall St. Rank hold LM as of Q1 2019.

  • Compagnie Lombard Odier SCmA reported no remaining Legg Mason, Inc. position as of Q1 2019 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 5,680 Legg Mason, Inc. shares in Q1 2019, an estimated $163K.
  • Compagnie Lombard Odier SCmA first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 7 quarters.
  • Compagnie Lombard Odier SCmA's Legg Mason, Inc. position peaked at $233K in Q4 2013.
  • 322 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2019.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2019, filed 13 May 2019.