GCM
LM

Gator Capital Management’s Legg Mason, Inc. LM Stock Holding History

Gator Capital 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
2018
Q4 		$459K Sell
18,000
-1,000
-5% -$28K 0.71% 34
2018
Q3 		$593K Buy
19,000
+6,000
+46% +$194K 0.62% 46
2018
Q2 		$451K Buy
+13,000
New +$493K 0.52% 52

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gator Capital Management's LM Position: Q4 2018 in Review

Gator Capital Management reduced its Legg Mason, Inc. (LM) stake by 5.3% in Q4 2018, selling an estimated $28K and leaving 18,000 shares worth $459K. The position accounts for 0.71% of the portfolio, ranked #34.

Gator Capital Management first reported a position in LM in Q2 2018 and has held it in 3 quarters since. The position peaked at $593K in Q3 2018. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • Gator Capital Management held 18,000 shares of Legg Mason, Inc. worth $459K as of Q4 2018.
  • Gator Capital Management sold 1,000 Legg Mason, Inc. shares in Q4 2018, an estimated $28K.
  • Legg Mason, Inc. made up 0.71% of Gator Capital Management's portfolio in Q4 2018, its #34 holding.
  • Gator Capital Management first reported a position in Legg Mason, Inc. in Q2 2018 and has held it in 3 quarters since.
  • Gator Capital Management's Legg Mason, Inc. position peaked at $593K in Q3 2018.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Gator Capital Management's 13F filing for Q4 2018, filed 31 Jan 2019.