FIM
LM

Freedom Investment Management’s Legg Mason, Inc. LM Stock Holding History

Freedom Investment 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
2020
Q3 		– Sell
-14,166
Closed -$705K – 613
2020
Q2 		$705K Sell
14,166
-3,935
-22% -$195K 0.08% 204
2020
Q1 		$718K Sell
18,101
-8,602
-32% -$375K 0.06% 250
2019
Q4 		$959K Buy
26,703
+523
+2% +$19.4K 0.08% 208
2019
Q3 		$1M Sell
26,180
-955
-4% -$36.1K 0.09% 213
2019
Q2 		$1.04M Sell
27,135
-776
-3% -$26.8K 0.09% 214
2019
Q1 		$764K Sell
27,911
-9,466
-25% -$271K 0.06% 295
2018
Q4 		$953K Sell
37,377
-2,431
-6% -$68.1K 0.07% 272
2018
Q3 		$1.23M Buy
39,808
+452
+1% +$14.6K 0.08% 272
2018
Q2 		$1.37M Buy
+39,356
New +$1.49M 0.08% 264

Freedom Investment Management's LM Position: Q3 2020 in Review

Freedom Investment Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 14,166 shares — an estimated $705K sold.

Freedom Investment Management first reported a position in LM in Q2 2018 and held it in 9 quarters. The position peaked at $1.37M in Q2 2018. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Freedom Investment Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Freedom Investment Management sold 14,166 Legg Mason, Inc. shares in Q3 2020, an estimated $705K.
  • Freedom Investment Management first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 9 quarters.
  • Freedom Investment Management's Legg Mason, Inc. position peaked at $1.37M in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Freedom Investment Management's 13F filing for Q3 2020, filed 10 Nov 2020.