Jacobs Levy Equity Management’s Legg Mason, Inc. LM Stock Holding History

Jacobs Levy Equity 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
2017 Q1	–	Sell	-157,970	Closed	-$4.72M	–	1052
2016 Q4	$4.72M	Buy	+157,970	New	+$4.96M	0.09%	261
2016 Q3	–	Sell	-13,840	Closed	-$408K	–	1187
2016 Q2	$408K	Buy	+13,840	New	+$449K	0.01%	809

Other funds holding LM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Jacobs Levy Equity Management's LM Position: Q1 2017 in Review

Jacobs Levy Equity Management sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 157,970 shares — an estimated $4.72M sold.

Jacobs Levy Equity Management first reported a position in LM in Q2 2016 and held it in 2 quarters. The position peaked at $4.72M in Q4 2016. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

Jacobs Levy Equity Management reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
Jacobs Levy Equity Management sold 157,970 Legg Mason, Inc. shares in Q1 2017, an estimated $4.72M.
Jacobs Levy Equity Management first reported a position in Legg Mason, Inc. in Q2 2016 and held it in 2 quarters.
Jacobs Levy Equity Management's Legg Mason, Inc. position peaked at $4.72M in Q4 2016.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2017, filed 15 May 2017.