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.