DTL
LM

Dynamic Technology Lab’s Legg Mason, Inc. LM Stock Holding History

Dynamic Technology Lab’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
Q1 		– Sell
-14,453
Closed -$519K – 1510
2019
Q4 		$519K Buy
14,453
+7,475
+107% +$277K 0.08% 439
2019
Q3 		$266K Buy
+6,978
New +$264K 0.05% 704
2019
Q2 		– Sell
-16,201
Closed -$443K – 1426
2019
Q1 		$443K Buy
+16,201
New +$465K 0.07% 483
2017
Q3 		– Sell
-38,086
Closed -$1.45M – 1501
2017
Q2 		$1.45M Buy
+38,086
New +$1.44M 0.27% 33
2016
Q3 		– Sell
-18,087
Closed -$534K – 1263
2016
Q2 		$534K Buy
18,087
+10,315
+133% +$334K 0.14% 235
2016
Q1 		$269K Buy
+7,772
New +$244K 0.07% 594
2015
Q3 		– Sell
-5,636
Closed -$290K – 1130
2015
Q2 		$290K Buy
5,636
+1,856
+49% +$100K 0.1% 439
2015
Q1 		$209K Buy
+3,780
New +$212K 0.09% 515
2014
Q4 		– Sell
-6,492
Closed -$332K – 952
2014
Q3 		$332K Buy
+6,492
New +$322K 0.16% 256
2014
Q1 		– Sell
-4,700
Closed -$204K – 796
2013
Q4 		$204K Buy
+4,700
New +$182K 0.14% 367

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dynamic Technology Lab's LM Position: Q1 2020 in Review

Dynamic Technology Lab sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 14,453 shares — an estimated $519K sold.

Dynamic Technology Lab first reported a position in LM in Q4 2013 and held it in 10 quarters. The position peaked at $1.45M in Q2 2017. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Dynamic Technology Lab reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Dynamic Technology Lab sold 14,453 Legg Mason, Inc. shares in Q1 2020, an estimated $519K.
  • Dynamic Technology Lab first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 10 quarters.
  • Dynamic Technology Lab's Legg Mason, Inc. position peaked at $1.45M in Q2 2017.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Dynamic Technology Lab's 13F filing for Q1 2020, filed 13 May 2020.