Fidelity Investments’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-102,468
| Closed | -$5.1M | – | 4177 |
|
|
2020
Q2 | $5.1M | Sell |
102,468
-133,590
| -57% | -$6.63M | ﹤0.01% | 2045 |
|
|
2020
Q1 | $11.5M | Sell |
236,058
-266,918
| -53% | -$11.6M | ﹤0.01% | 1649 |
|
|
2019
Q4 | $18.1M | Sell |
502,976
-27,943
| -5% | -$1.04M | ﹤0.01% | 1635 |
|
|
2019
Q3 | $20.3M | Sell |
530,919
-18,273
| -3% | -$691K | ﹤0.01% | 1567 |
|
|
2019
Q2 | $21M | Buy |
549,192
+23,815
| +5% | +$823K | ﹤0.01% | 1605 |
|
|
2019
Q1 | $14.4M | Sell |
525,377
-770,228
| -59% | -$22.1M | ﹤0.01% | 1732 |
|
|
2018
Q4 | $33.1M | Buy |
1,295,605
+68,895
| +6% | +$1.93M | ﹤0.01% | 1345 |
|
|
2018
Q3 | $38.3M | Sell |
1,226,710
-3,012,490
| -71% | -$97.4M | ﹤0.01% | 1399 |
|
|
2018
Q2 | $147M | Sell |
4,239,200
-884,676
| -17% | -$33.6M | 0.02% | 787 |
|
|
2018
Q1 | $208M | Buy |
5,123,876
+1,003,116
| +24% | +$41.4M | 0.02% | 666 |
|
|
2017
Q4 | $173M | Buy |
4,120,760
+486,076
| +13% | +$19.1M | 0.02% | 747 |
|
|
2017
Q3 | $143M | Sell |
3,634,684
-1,024,119
| -22% | -$39.3M | 0.02% | 815 |
|
|
2017
Q2 | $178M | Sell |
4,658,803
-729,224
| -14% | -$27.6M | 0.02% | 721 |
|
|
2017
Q1 | $195M | Buy |
5,388,027
+1,633
| +0% | +$56.6K | 0.02% | 706 |
|
|
2016
Q4 | $161M | Buy |
5,386,394
+966,605
| +22% | +$30.4M | 0.02% | 772 |
|
|
2016
Q3 | $148M | Buy |
4,419,789
+2,101,439
| +91% | +$70M | 0.02% | 801 |
|
|
2016
Q2 | $68.4M | Buy |
2,318,350
+497,323
| +27% | +$16.1M | 0.01% | 1143 |
|
|
2016
Q1 | $63.2M | Buy |
1,821,027
+911,930
| +100% | +$28.6M | 0.01% | 1152 |
|
|
2015
Q4 | $35.7M | Buy |
909,097
+626,478
| +222% | +$26.8M | ﹤0.01% | 1398 |
|
|
2015
Q3 | $11.8M | Sell |
282,619
-45,535
| -14% | -$2.11M | ﹤0.01% | 1890 |
|
|
2015
Q2 | $16.9M | Buy |
328,154
+48,698
| +17% | +$2.62M | ﹤0.01% | 1803 |
|
|
2015
Q1 | $15.4M | Buy |
279,456
+215,296
| +336% | +$12.1M | ﹤0.01% | 1837 |
|
|
2014
Q4 | $3.42M | Sell |
64,160
-785,345
| -92% | -$41.4M | ﹤0.01% | 2330 |
|
|
2014
Q3 | $43.5M | Sell |
849,505
-9,336
| -1% | -$463K | 0.01% | 1361 |
|
|
2014
Q2 | $44.1M | Buy |
858,841
+8,667
| +1% | +$418K | 0.01% | 1400 |
|
|
2014
Q1 | $41.7M | Sell |
850,174
-146,109
| -15% | -$6.51M | 0.01% | 1408 |
|
|
2013
Q4 | $43.3M | Buy |
996,283
+961,927
| +2,800% | +$37.3M | 0.01% | 1382 |
|
|
2013
Q3 | $1.15M | Sell |
34,356
-1,990
| -5% | -$66.6K | ﹤0.01% | 2436 |
|
|
2013
Q2 | $1.13M | Buy |
+36,346
| New | +$1.19M | ﹤0.01% | 2398 |
|
Fidelity Investments's LM Position: Q3 2020 in Review
Fidelity Investments sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 102,468 shares — an estimated $5.1M sold.
Fidelity Investments first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $208M in Q1 2018. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Fidelity Investments reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Fidelity Investments sold 102,468 Legg Mason, Inc. shares in Q3 2020, an estimated $5.1M.
- Fidelity Investments first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- Fidelity Investments's Legg Mason, Inc. position peaked at $208M in Q1 2018.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Fidelity Investments's 13F filing for Q3 2020, filed 13 Nov 2020.