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

Findlay Park 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
2015 Q1	–	Sell	-331,500	Closed	-$17.7M	–	113
2014 Q4	$17.7M	Sell	331,500 -546,000	-62%	-$28.8M	0.19%	99
2014 Q3	$44.9M	Sell	877,500 -702,000	-44%	-$34.8M	0.48%	73
2014 Q2	$81M	Sell	1,579,500 -156,000	-9%	-$7.52M	0.84%	49
2014 Q1	$85.1M	Buy	1,735,500 +877,500	+102%	+$39.1M	0.96%	39
2013 Q4	$37.3M	Buy	+858,000	New	+$33.3M	0.41%	89

Other funds holding LM

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Findlay Park Partners's LM Position: Q1 2015 in Review

Findlay Park Partners sold out of Legg Mason, Inc. (LM) in Q1 2015, closing a stake of 331,500 shares — an estimated $17.7M sold.

Findlay Park Partners first reported a position in LM in Q4 2013 and held it in 5 quarters. The position peaked at $85.1M in Q1 2014. 374 funds tracked by Wall St. Rank hold LM as of Q1 2015.

Findlay Park Partners reported no remaining Legg Mason, Inc. position as of Q1 2015 after selling out during the quarter.
Findlay Park Partners sold 331,500 Legg Mason, Inc. shares in Q1 2015, an estimated $17.7M.
Findlay Park Partners first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 5 quarters.
Findlay Park Partners's Legg Mason, Inc. position peaked at $85.1M in Q1 2014.
374 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2015.

Based on Findlay Park Partners's 13F filing for Q1 2015, filed 13 May 2015.