GWM
LM

Graybill Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Graybill Wealth 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
Q1 		– Sell
-62,170
Closed -$2.23M – 58
2019
Q4 		$2.23M Sell
62,170
-15
-0% -$557 1.39% 38
2019
Q3 		$2.38M Sell
62,185
-50,339
-45% -$1.9M 1.61% 33
2019
Q2 		$4.31M Sell
112,524
-995
-0.9% -$34.4K 2.95% 11
2019
Q1 		$3.11M Buy
113,519
+4,180
+4% +$120K 2.17% 27
2018
Q4 		$2.79M Buy
109,339
+5,435
+5% +$152K 2.32% 25
2018
Q3 		$3.25M Sell
103,904
-225
-0.2% -$7.28K 2.35% 22
2018
Q2 		$3.62M Buy
104,129
+26,514
+34% +$1.01M 2.77% 10
2018
Q1 		$3.15M Sell
77,615
-1,320
-2% -$54.5K 2.4% 21
2017
Q4 		$3.31M Buy
78,935
+1,065
+1% +$41.8K 2.39% 16
2017
Q3 		$3.06M Sell
77,870
-17
-0% -$653 2.26% 23
2017
Q2 		$2.97M Sell
77,887
-8
-0% -$303 2.35% 24
2017
Q1 		$2.81M Buy
+77,895
New +$2.7M 2.23% 26

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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Graybill Wealth Management's LM Position: Q1 2020 in Review

Graybill Wealth Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 62,170 shares — an estimated $2.23M sold.

Graybill Wealth Management first reported a position in LM in Q1 2017 and held it in 12 quarters. The position peaked at $4.31M in Q2 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Graybill Wealth Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Graybill Wealth Management sold 62,170 Legg Mason, Inc. shares in Q1 2020, an estimated $2.23M.
  • Graybill Wealth Management first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 12 quarters.
  • Graybill Wealth Management's Legg Mason, Inc. position peaked at $4.31M in Q2 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Graybill Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.