Hotchkis & Wiley Capital Management
LM

Hotchkis & Wiley Capital Management’s Legg Mason, Inc. LM Stock Holding History

Hotchkis & Wiley 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
2020
Q1 		– Sell
-191,759
Closed -$6.89M – 474
2019
Q4 		$6.89M Buy
191,759
+38,820
+25% +$1.44M 0.02% 210
2019
Q3 		$5.84M Buy
152,939
+2,870
+2% +$109K 0.02% 164
2019
Q2 		$5.75M Sell
150,069
-44,410
-23% -$1.53M 0.02% 175
2019
Q1 		$5.32M Buy
194,479
+43,600
+29% +$1.25M 0.02% 185
2018
Q4 		$3.85M Sell
150,879
-4,855
-3% -$136K 0.02% 175
2018
Q3 		$4.86M Buy
155,734
+57,569
+59% +$1.86M 0.02% 198
2018
Q2 		$3.41M Buy
+98,165
New +$3.72M 0.01% 200

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

Hotchkis & Wiley Capital Management's LM Position: Q1 2020 in Review

Hotchkis & Wiley Capital Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 191,759 shares — an estimated $6.89M sold.

Hotchkis & Wiley Capital Management first reported a position in LM in Q2 2018 and held it in 7 quarters. The position peaked at $6.89M in Q4 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Hotchkis & Wiley Capital Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 191,759 Legg Mason, Inc. shares in Q1 2020, an estimated $6.89M.
  • Hotchkis & Wiley Capital Management first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 7 quarters.
  • Hotchkis & Wiley Capital Management's Legg Mason, Inc. position peaked at $6.89M in Q4 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2020, filed 14 May 2020.