ECM
LM

Endex Capital Management’s Legg Mason, Inc. LM Stock Holding History

Endex Capital 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
2013
Q4 		$52K Hold
1,185
– – 0.05% 295
2013
Q3 		$40K Hold
1,185
– – 0.04% 305
2013
Q2 		$37K Buy
+1,185
New +$38.7K 0.04% 303

Other funds holding LM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Endex Capital Management's LM Position: Q4 2013 in Review

Endex Capital Management held its Legg Mason, Inc. (LM) position steady in Q4 2013 at 1,185 shares worth $52K. The position accounts for 0.05% of the portfolio, ranked #295.

Endex Capital Management first reported a position in LM in Q2 2013 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold LM as of Q4 2013.

  • Endex Capital Management held 1,185 shares of Legg Mason, Inc. worth $52K as of Q4 2013.
  • Endex Capital Management left its Legg Mason, Inc. share count unchanged in Q4 2013.
  • Legg Mason, Inc. made up 0.05% of Endex Capital Management's portfolio in Q4 2013, its #295 holding.
  • Endex Capital Management first reported a position in Legg Mason, Inc. in Q2 2013 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.