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Concurrent Investment Advisors’s Leggett & Platt LEG Stock Holding History

Concurrent Investment Advisors’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,065
Closed -$263K – 963
2023
Q4 		$263K Buy
+10,065
New +$247K 0.01% 691

Other funds holding LEG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concurrent Investment Advisors's LEG Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Leggett & Platt (LEG) in Q1 2024, closing a stake of 10,065 shares — an estimated $263K sold.

Concurrent Investment Advisors first reported a position in LEG in Q4 2023 and held it in 1 quarter. The position peaked at $263K in Q4 2023. 364 funds tracked by Wall St. Rank hold LEG as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Leggett & Platt position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,065 Leggett & Platt shares in Q1 2024, an estimated $263K.
  • Concurrent Investment Advisors first reported a position in Leggett & Platt in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Leggett & Platt position peaked at $263K in Q4 2023.
  • 364 funds tracked by Wall St. Rank held Leggett & Platt as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.