HA
LM

Havens Advisors’s Legg Mason, Inc. LM Stock Holding History

Havens Advisors’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
-140,000
Closed -$6.96M – 30
2020
Q2 		$6.96M Buy
140,000
+43,623
+45% +$2.17M 10.4% 4
2020
Q1 		$4.71M Buy
+96,377
New +$4.21M 4.59% 10

Havens Advisors's LM Position: Q3 2020 in Review

Havens Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 140,000 shares — an estimated $6.96M sold.

Havens Advisors first reported a position in LM in Q1 2020 and held it in 2 quarters. The position peaked at $6.96M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Havens Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Havens Advisors sold 140,000 Legg Mason, Inc. shares in Q3 2020, an estimated $6.96M.
  • Havens Advisors first reported a position in Legg Mason, Inc. in Q1 2020 and held it in 2 quarters.
  • Havens Advisors's Legg Mason, Inc. position peaked at $6.96M in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Havens Advisors's 13F filing for Q3 2020, filed 8 Oct 2020.