Fort LP’s Legg Mason, Inc. LM Stock Holding History

Fort LP’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 Q1	–	Sell	-1,308	Closed	-$47K	–	472
2019 Q4	$47K	Buy	1,308 +137	+12%	+$5.09K	0.01%	399
2019 Q3	$45K	Buy	1,171 +660	+129%	+$25K	0.01%	376
2019 Q2	$20K	Buy	+511	New	+$17.7K	﹤0.01%	415
2018 Q4	–	Sell	-1,052	Closed	-$33K	–	516
2018 Q3	$33K	Buy	+1,052	New	+$34K	0.01%	363

Other funds holding LM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fort LP's LM Position: Q1 2020 in Review

Fort LP sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 1,308 shares — an estimated $47K sold.

Fort LP first reported a position in LM in Q3 2018 and held it in 4 quarters. The position peaked at $47K in Q4 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Fort LP reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Fort LP sold 1,308 Legg Mason, Inc. shares in Q1 2020, an estimated $47K.
Fort LP first reported a position in Legg Mason, Inc. in Q3 2018 and held it in 4 quarters.
Fort LP's Legg Mason, Inc. position peaked at $47K in Q4 2019.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Fort LP's 13F filing for Q1 2020, filed 14 May 2020.