Financial Gravity Asset Management’s Legg Mason, Inc. LM Stock Holding History

Financial Gravity Asset 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
2019 Q4	$36K	Buy	74 +6	+9%	+$223	0.02%	795
2019 Q3	$3K	Sell	68 -26	-28%	-$984	﹤0.01%	851
2019 Q2	$4K	Sell	94 -91	-49%	-$3.15K	﹤0.01%	758
2019 Q1	$5K	Buy	+185	New	+$5.3K	﹤0.01%	713
2018 Q3	$8K	Buy	306 +147	+92%	+$4.75K	0.01%	642
2018 Q2	$5K	Sell	159 -34	-18%	-$1.29K	﹤0.01%	792
2018 Q1	$7K	Buy	+193	New	+$7.97K	0.01%	655

Other funds holding LM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Financial Gravity Asset Management's LM Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Legg Mason, Inc. (LM) stake by 8.8% in Q4 2019, buying an estimated $223 and bringing the position to 74 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #795.

Financial Gravity Asset Management first reported a position in LM in Q1 2018 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold LM as of Q4 2019.

Financial Gravity Asset Management held 74 shares of Legg Mason, Inc. worth $36K as of Q4 2019.
Financial Gravity Asset Management bought 6 Legg Mason, Inc. shares in Q4 2019, an estimated $223.
Legg Mason, Inc. made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #795 holding.
Financial Gravity Asset Management first reported a position in Legg Mason, Inc. in Q1 2018 and has held it in 7 quarters since.
347 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.