Foster & Motley’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 |
-13,703
| Closed | -$682K | – | 277 |
|
|
2020
Q2 | $682K | Sell |
13,703
-4,104
| -23% | -$204K | 0.09% | 170 |
|
|
2020
Q1 | $870K | Buy |
+17,807
| New | +$777K | 0.13% | 141 |
|
|
2015
Q2 | – | Sell |
-11,021
| Closed | -$608K | – | 188 |
|
|
2015
Q1 | $608K | Hold |
11,021
| – | – | 0.13% | 116 |
|
|
2014
Q4 | $588K | Hold |
11,021
| – | – | 0.13% | 121 |
|
|
2014
Q3 | $564K | Sell |
11,021
-1,500
| -12% | -$74.4K | 0.13% | 116 |
|
|
2014
Q2 | $642K | Sell |
12,521
-2,620
| -17% | -$126K | 0.15% | 111 |
|
|
2014
Q1 | $743K | Sell |
15,141
-1,314
| -8% | -$58.5K | 0.18% | 101 |
|
|
2013
Q4 | $715K | Sell |
16,455
-1,129
| -6% | -$43.8K | 0.18% | 100 |
|
|
2013
Q3 | $588K | Sell |
17,584
-900
| -5% | -$30.1K | 0.16% | 105 |
|
|
2013
Q2 | $573K | Buy |
+18,484
| New | +$604K | 0.16% | 104 |
|
Foster & Motley's LM Position: Q3 2020 in Review
Foster & Motley sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 13,703 shares — an estimated $682K sold.
Foster & Motley first reported a position in LM in Q2 2013 and held it in 10 quarters. The position peaked at $870K in Q1 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Foster & Motley reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Foster & Motley sold 13,703 Legg Mason, Inc. shares in Q3 2020, an estimated $682K.
- Foster & Motley first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 10 quarters.
- Foster & Motley's Legg Mason, Inc. position peaked at $870K in Q1 2020.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Foster & Motley's 13F filing for Q3 2020, filed 19 Oct 2020.