Crossmark Global Holdings’s Legg Mason, Inc. LM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-11,854
Closed -$590K 1382
2020
Q2
$590K Sell
11,854
-286
-2% -$14.2K 0.02% 692
2020
Q1
$593K Sell
12,140
-60
-0.5% -$2.62K 0.02% 602
2019
Q4
$438K Sell
12,200
-4,060
-25% -$151K 0.01% 873
2019
Q3
$621K Sell
16,260
-520
-3% -$19.7K 0.02% 705
2019
Q2
$642K Buy
16,780
+645
+4% +$22.3K 0.02% 696
2019
Q1
$442K Sell
16,135
-110
-0.7% -$3.15K 0.01% 886
2018
Q4
$414K Buy
16,245
+2,400
+17% +$67.2K 0.01% 864
2018
Q3
$432K Buy
13,845
+300
+2% +$9.7K 0.01% 1062
2018
Q2
$470K Buy
13,545
+290
+2% +$11K 0.01% 991
2018
Q1
$539K Sell
13,255
-795
-6% -$32.8K 0.01% 868
2017
Q4
$590K Buy
14,050
+685
+5% +$26.9K 0.01% 872
2017
Q3
$525K Buy
+13,365
New +$513K 0.01% 930
2016
Q3
$525K Buy
+13,365
New +$445K 0.01% 930

Crossmark Global Holdings's LM Position: Q3 2020 in Review

Crossmark Global Holdings sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 11,854 shares — an estimated $590K sold.

Crossmark Global Holdings first reported a position in LM in Q3 2016 and held it in 13 quarters. The position peaked at $642K in Q2 2019. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Crossmark Global Holdings reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Crossmark Global Holdings sold 11,854 Legg Mason, Inc. shares in Q3 2020, an estimated $590K.
  • Crossmark Global Holdings first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 13 quarters.
  • Crossmark Global Holdings's Legg Mason, Inc. position peaked at $642K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Crossmark Global Holdings's 13F filing for Q3 2020, filed 8 Oct 2020.