E. Ohman J:or Asset Management’s Legg Mason, Inc. LM Stock Holding History

E. Ohman J:or Asset Management’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
2016 Q2	–	Sell	-1,800	Closed	-$62.4K	–	545
2016 Q1	$62.4K	Hold	1,800	–	–	0.01%	521
2015 Q4	$70.6K	Hold	1,800	–	–	0.01%	519
2015 Q3	$74.9K	Hold	1,800	–	–	0.02%	500
2015 Q2	$92.8K	Hold	1,800	–	–	0.02%	505
2015 Q1	$99.4K	Hold	1,800	–	–	0.02%	482
2014 Q4	$96.8K	Hold	1,800	–	–	0.02%	490
2014 Q3	$92.1K	Hold	1,800	–	–	0.02%	484
2014 Q2	$92.4K	Hold	1,800	–	–	0.02%	492
2014 Q1	$88.3K	Sell	1,800 -2,000	-53%	-$89.1K	0.02%	489
2013 Q4	$165K	Hold	3,800	–	–	0.04%	412
2013 Q3	$127K	Hold	3,800	–	–	0.03%	453
2013 Q2	$118K	Buy	+3,800	New	+$124K	0.03%	455

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

E. Ohman J:or Asset Management's LM Position: Q2 2016 in Review

E. Ohman J:or Asset Management sold out of Legg Mason, Inc. (LM) in Q2 2016, closing a stake of 1,800 shares — an estimated $62.4K sold.

E. Ohman J:or Asset Management first reported a position in LM in Q2 2013 and held it in 12 quarters. The position peaked at $165K in Q4 2013. 325 funds tracked by Wall St. Rank hold LM as of Q2 2016.

E. Ohman J:or Asset Management reported no remaining Legg Mason, Inc. position as of Q2 2016 after selling out during the quarter.
E. Ohman J:or Asset Management sold 1,800 Legg Mason, Inc. shares in Q2 2016, an estimated $62.4K.
E. Ohman J:or Asset Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 12 quarters.
E. Ohman J:or Asset Management's Legg Mason, Inc. position peaked at $165K in Q4 2013.
325 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2016.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2016, filed 5 Apr 2024.