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Forum Financial Management’s Leggett & Platt LEG Stock Holding History

Forum Financial Management’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,980
Closed -$205K – 649
2021
Q4 		$205K Buy
+4,980
New +$216K 0.01% 614

Other funds holding LEG

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Forum Financial Management's LEG Position: Q1 2022 in Review

Forum Financial Management sold out of Leggett & Platt (LEG) in Q1 2022, closing a stake of 4,980 shares — an estimated $205K sold.

Forum Financial Management first reported a position in LEG in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 443 funds tracked by Wall St. Rank hold LEG as of Q1 2022.

  • Forum Financial Management reported no remaining Leggett & Platt position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 4,980 Leggett & Platt shares in Q1 2022, an estimated $205K.
  • Forum Financial Management first reported a position in Leggett & Platt in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's Leggett & Platt position peaked at $205K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Leggett & Platt as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.