Court Place Advisors’s Legg Mason, Inc. LM Stock Holding History

Court Place Advisors’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	-9,425	Closed	-$469K	–	171
2020 Q2	$469K	Hold	9,425	–	–	0.18%	100
2020 Q1	$460K	Hold	9,425	–	–	0.21%	96
2019 Q4	$338K	Hold	9,425	–	–	0.12%	136
2019 Q3	$360K	Sell	9,425 -600	-6%	-$22.7K	0.14%	131
2019 Q2	$384K	Hold	10,025	–	–	0.15%	122
2019 Q1	$274K	Sell	10,025 -100	-1%	-$2.87K	0.11%	143
2018 Q4	$258K	Sell	10,125 -450	-4%	-$12.6K	0.12%	138
2018 Q3	$330K	Buy	10,575 +3,350	+46%	+$108K	0.13%	128
2018 Q2	$251K	Hold	7,225	–	–	0.1%	147
2018 Q1	$294K	Buy	+7,225	New	+$298K	0.12%	135

Court Place Advisors's LM Position: Q3 2020 in Review

Court Place Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 9,425 shares — an estimated $469K sold.

Court Place Advisors first reported a position in LM in Q1 2018 and held it in 10 quarters. The position peaked at $469K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

Court Place Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
Court Place Advisors sold 9,425 Legg Mason, Inc. shares in Q3 2020, an estimated $469K.
Court Place Advisors first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 10 quarters.
Court Place Advisors's Legg Mason, Inc. position peaked at $469K in Q2 2020.
0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Court Place Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.