EVM
LM

Eaton Vance Management’s Legg Mason, Inc. LM Stock Holding History

Eaton Vance 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
2020
Q2 		– Sell
-83,787
Closed -$4.09M – 1353
2020
Q1 		$4.09M Sell
83,787
-96,938
-54% -$4.23M 0.01% 588
2019
Q4 		$6.49M Hold
180,725
– – 0.01% 551
2019
Q3 		$6.9M Sell
180,725
-3,368
-2% -$127K 0.01% 528
2019
Q2 		$7.05M Hold
184,093
– – 0.02% 507
2019
Q1 		$5.04M Hold
184,093
– – 0.01% 556
2018
Q4 		$4.7M Buy
184,093
+36,523
+25% +$1.02M 0.01% 525
2018
Q3 		$4.61M Hold
147,570
– – 0.01% 563
2018
Q2 		$5.13M Hold
147,570
– – 0.01% 524
2018
Q1 		$6M Buy
147,570
+12,138
+9% +$501K 0.02% 472
2017
Q4 		$5.68M Hold
135,432
– – 0.01% 492
2017
Q3 		$5.32M Hold
135,432
– – 0.01% 491
2017
Q2 		$5.17M Hold
135,432
– – 0.01% 494
2017
Q1 		$4.89M Hold
135,432
– – 0.01% 485
2016
Q4 		$4.05M Hold
135,432
– – 0.01% 476
2016
Q3 		$4.53M Sell
135,432
-4,188
-3% -$140K 0.01% 433
2016
Q2 		$4.12M Buy
139,620
+21
+0% +$681 0.01% 448
2016
Q1 		$4.84M Hold
139,599
– – 0.01% 404
2015
Q4 		$5.48M Hold
139,599
– – 0.02% 394
2015
Q3 		$5.81M Buy
139,599
+7,629
+6% +$353K 0.02% 384
2015
Q2 		$6.8M Sell
131,970
-1,560
-1% -$84K 0.02% 358
2015
Q1 		$7.37M Buy
133,530
+26,290
+25% +$1.48M 0.02% 353
2014
Q4 		$5.72M Buy
107,240
+9,051
+9% +$478K 0.02% 373
2014
Q3 		$5.02M Sell
98,189
-54
-0.1% -$2.68K 0.02% 390
2014
Q2 		$5.04M Sell
98,243
-33
-0% -$1.59K 0.01% 387
2014
Q1 		$4.82M Buy
98,276
+20
+0% +$891 0.01% 393
2013
Q4 		$4.27M Buy
98,256
+3
+0% +$116 0.01% 412
2013
Q3 		$3.29M Buy
98,253
+9
+0% +$301 0.01% 425
2013
Q2 		$3.05M Buy
+98,244
New +$3.21M 0.01% 419

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Eaton Vance Management's LM Position: Q2 2020 in Review

Eaton Vance Management sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 83,787 shares — an estimated $4.09M sold.

Eaton Vance Management first reported a position in LM in Q2 2013 and held it in 28 quarters. The position peaked at $7.37M in Q1 2015. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

  • Eaton Vance Management reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
  • Eaton Vance Management sold 83,787 Legg Mason, Inc. shares in Q2 2020, an estimated $4.09M.
  • Eaton Vance Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 28 quarters.
  • Eaton Vance Management's Legg Mason, Inc. position peaked at $7.37M in Q1 2015.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Eaton Vance Management's 13F filing for Q2 2020, filed 13 Aug 2020.