GCA
LM

Greenwood Capital Associates’s Legg Mason, Inc. LM Stock Holding History

Greenwood Capital Associates’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
-7,850
Closed -$282K – 219
2019
Q4 		$282K Buy
+7,850
New +$291K 0.06% 161
2015
Q3 		– Sell
-10,667
Closed -$549K – 199
2015
Q2 		$549K Buy
10,667
+2,330
+28% +$125K 0.17% 87
2015
Q1 		$460K Buy
8,337
+367
+5% +$20.6K 0.13% 92
2014
Q4 		$425K Buy
7,970
+1,585
+25% +$83.6K 0.12% 90
2014
Q3 		$327K Buy
6,385
+60
+0.9% +$2.98K 0.1% 96
2014
Q2 		$325K Hold
6,325
– – 0.1% 101
2014
Q1 		$310K Buy
+6,325
New +$282K 0.1% 100

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return

Greenwood Capital Associates's LM Position: Q1 2020 in Review

Greenwood Capital Associates sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 7,850 shares — an estimated $282K sold.

Greenwood Capital Associates first reported a position in LM in Q1 2014 and held it in 7 quarters. The position peaked at $549K in Q2 2015. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Greenwood Capital Associates reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Greenwood Capital Associates sold 7,850 Legg Mason, Inc. shares in Q1 2020, an estimated $282K.
  • Greenwood Capital Associates first reported a position in Legg Mason, Inc. in Q1 2014 and held it in 7 quarters.
  • Greenwood Capital Associates's Legg Mason, Inc. position peaked at $549K in Q2 2015.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Greenwood Capital Associates's 13F filing for Q1 2020, filed 12 May 2020.