EI
LM

Ellevest Inc’s Legg Mason, Inc. LM Stock Holding History

Ellevest Inc’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
-37
Closed -$2K – 1397
2020
Q2 		$2K Sell
37
-41
-53% -$2.04K ﹤0.01% 938
2020
Q1 		$4K Hold
78
– – ﹤0.01% 691
2019
Q4 		$3K Buy
78
+46
+144% +$1.71K ﹤0.01% 666
2019
Q3 		$1K Buy
+32
New +$1.21K ﹤0.01% 490

Ellevest Inc's LM Position: Q3 2020 in Review

Ellevest Inc sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 37 shares — an estimated $2K sold.

Ellevest Inc first reported a position in LM in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Ellevest Inc reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Ellevest Inc sold 37 Legg Mason, Inc. shares in Q3 2020, an estimated $2K.
  • Ellevest Inc first reported a position in Legg Mason, Inc. in Q3 2019 and held it in 4 quarters.
  • Ellevest Inc's Legg Mason, Inc. position peaked at $4K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.