Jacobi Capital Management’s Legg Mason, Inc. LM Stock Holding History

Jacobi 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 Q3	–	Sell	-12	Closed	-$1K	–	1332
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	1213
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	1119
2019 Q4	$0	Hold	12	–	–	﹤0.01%	1119
2019 Q3	$0	Hold	12	–	–	﹤0.01%	1096
2019 Q2	$0	Hold	12	–	–	﹤0.01%	1081
2019 Q1	$0	Hold	12	–	–	﹤0.01%	1044
2018 Q4	$0	Hold	12	–	–	﹤0.01%	1027
2018 Q3	$0	Hold	12	–	–	﹤0.01%	1072
2018 Q2	$0	Hold	12	–	–	﹤0.01%	1059
2018 Q1	$0	Buy	+12	New	+$495	﹤0.01%	1020

Jacobi Capital Management's LM Position: Q3 2020 in Review

Jacobi Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 12 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in LM in Q1 2018 and held it in 10 quarters. The position peaked at $1K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

Jacobi Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
Jacobi Capital Management sold 12 Legg Mason, Inc. shares in Q3 2020, an estimated $1K.
Jacobi Capital Management first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 10 quarters.
Jacobi Capital Management's Legg Mason, Inc. position peaked at $1K in Q2 2020.
0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Jacobi Capital Management's 13F filing for Q3 2020, filed 30 Oct 2020.