EP
LM

Edgestream Partners’s Legg Mason, Inc. LM Stock Holding History

Edgestream Partners’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
Q3 		– Sell
-121,854
Closed -$6.06M – 377
2020
Q2 		$6.06M Buy
+121,854
New +$6.05M 0.32% 91
2018
Q4 		– Sell
-39,183
Closed -$1.22M – 315
2018
Q3 		$1.22M Buy
+39,183
New +$1.27M 0.21% 138

Edgestream Partners's LM Position: Q3 2020 in Review

Edgestream Partners sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 121,854 shares — an estimated $6.06M sold.

Edgestream Partners first reported a position in LM in Q3 2018 and held it in 2 quarters. The position peaked at $6.06M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Edgestream Partners reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Edgestream Partners sold 121,854 Legg Mason, Inc. shares in Q3 2020, an estimated $6.06M.
  • Edgestream Partners first reported a position in Legg Mason, Inc. in Q3 2018 and held it in 2 quarters.
  • Edgestream Partners's Legg Mason, Inc. position peaked at $6.06M in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Edgestream Partners's 13F filing for Q3 2020, filed 10 Nov 2020.