Diligent Investors’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 |
-4,614
| Closed | -$230K | – | 215 |
|
|
2020
Q2 | $230K | Hold |
4,614
| – | – | 0.11% | 162 |
|
|
2020
Q1 | $225K | Buy |
+4,614
| New | +$201K | 0.13% | 141 |
|
|
2019
Q3 | – | Sell |
-5,219
| Closed | -$200K | – | 225 |
|
|
2019
Q2 | $200K | Buy |
+5,219
| New | +$180K | 0.1% | 204 |
|
|
2018
Q3 | – | Sell |
-5,819
| Closed | -$202K | – | 211 |
|
|
2018
Q2 | $202K | Sell |
5,819
-500
| -8% | -$19K | 0.12% | 175 |
|
|
2018
Q1 | $257K | Sell |
6,319
-200
| -3% | -$8.26K | 0.15% | 153 |
|
|
2017
Q4 | $274K | Hold |
6,519
| – | – | 0.17% | 154 |
|
|
2017
Q3 | $256K | Sell |
6,519
-800
| -11% | -$30.7K | 0.19% | 138 |
|
|
2017
Q2 | $279K | Hold |
7,319
| – | – | 0.2% | 129 |
|
|
2017
Q1 | $265K | Hold |
7,319
| – | – | 0.2% | 120 |
|
|
2016
Q4 | $220K | Hold |
7,319
| – | – | 0.17% | 141 |
|
|
2016
Q3 | $246K | Hold |
7,319
| – | – | 0.2% | 127 |
|
|
2016
Q2 | $216K | Sell |
7,319
-400
| -5% | -$13K | 0.21% | 135 |
|
|
2016
Q1 | $268K | Buy |
7,719
+1,600
| +26% | +$50.2K | 0.29% | 105 |
|
|
2015
Q4 | $240K | Sell |
6,119
-200
| -3% | -$8.56K | 0.27% | 109 |
|
|
2015
Q3 | $286K | Hold |
6,319
| – | – | 0.31% | 104 |
|
|
2015
Q2 | $310K | Hold |
6,319
| – | – | 0.32% | 98 |
|
|
2015
Q1 | $346K | Sell |
6,319
-2,250
| -26% | -$126K | 0.36% | 85 |
|
|
2014
Q4 | $491K | Buy |
+8,569
| New | +$452K | 0.5% | 62 |
|
Diligent Investors's LM Position: Q3 2020 in Review
Diligent Investors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 4,614 shares — an estimated $230K sold.
Diligent Investors first reported a position in LM in Q4 2014 and held it in 18 quarters. The position peaked at $491K in Q4 2014. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Diligent Investors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Diligent Investors sold 4,614 Legg Mason, Inc. shares in Q3 2020, an estimated $230K.
- Diligent Investors first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 18 quarters.
- Diligent Investors's Legg Mason, Inc. position peaked at $491K in Q4 2014.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Diligent Investors's 13F filing for Q3 2020, filed 9 Nov 2020.