Inspire Investing’s Legg Mason, Inc. LM Stock Holding History

Inspire Investing’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 Q2	–	Sell	-8,519	Closed	-$416K	–	796
2020 Q1	$416K	Buy	8,519 +2,462	+41%	+$107K	0.17%	123
2019 Q4	$218K	Sell	6,057 -44	-0.7%	-$1.63K	0.08%	251
2019 Q3	$233K	Sell	6,101 -3,707	-38%	-$140K	0.09%	238
2019 Q2	$375K	Sell	9,808 -633	-6%	-$21.9K	0.16%	201
2019 Q1	$286K	Buy	+10,441	New	+$299K	0.13%	204
2018 Q1	–	Sell	-16	Closed	-$1K	–	832
2017 Q4	$1K	Buy	+16	New	+$628	﹤0.01%	906

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Inspire Investing's LM Position: Q2 2020 in Review

Inspire Investing sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 8,519 shares — an estimated $416K sold.

Inspire Investing first reported a position in LM in Q4 2017 and held it in 6 quarters. The position peaked at $416K in Q1 2020. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

Inspire Investing reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
Inspire Investing sold 8,519 Legg Mason, Inc. shares in Q2 2020, an estimated $416K.
Inspire Investing first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 6 quarters.
Inspire Investing's Legg Mason, Inc. position peaked at $416K in Q1 2020.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.