GT
LM

Greenleaf Trust’s Legg Mason, Inc. LM Stock Holding History

Greenleaf Trust’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
-7,625
Closed -$379K – 592
2020
Q2 		$379K Buy
+7,625
New +$379K 0.01% 352
2019
Q1 		– Sell
-11,127
Closed -$284K – 564
2018
Q4 		$284K Buy
+11,127
New +$312K 0.01% 376

Greenleaf Trust's LM Position: Q3 2020 in Review

Greenleaf Trust sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 7,625 shares — an estimated $379K sold.

Greenleaf Trust first reported a position in LM in Q4 2018 and held it in 2 quarters. The position peaked at $379K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Greenleaf Trust reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Greenleaf Trust sold 7,625 Legg Mason, Inc. shares in Q3 2020, an estimated $379K.
  • Greenleaf Trust first reported a position in Legg Mason, Inc. in Q4 2018 and held it in 2 quarters.
  • Greenleaf Trust's Legg Mason, Inc. position peaked at $379K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Greenleaf Trust's 13F filing for Q3 2020, filed 30 Oct 2020.