JIR
LM

James Investment Research’s Legg Mason, Inc. LM Stock Holding History

James Investment Research’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
-3,500
Closed -$171K – 501
2020
Q1 		$171K Hold
3,500
– – 0.02% 238
2019
Q4 		$126K Hold
3,500
– – 0.01% 310
2019
Q3 		$134K Sell
3,500
-1,938
-36% -$73.3K 0.01% 335
2019
Q2 		$208K Sell
5,438
-4,813
-47% -$166K 0.02% 361
2019
Q1 		$281K Sell
10,251
-906
-8% -$26K 0.02% 496
2018
Q4 		$285K Sell
11,157
-21,923
-66% -$614K 0.02% 508
2018
Q3 		$1.03M Sell
33,080
-58,826
-64% -$1.9M 0.04% 469
2018
Q2 		$3.19M Buy
91,906
+4,305
+5% +$163K 0.12% 164
2018
Q1 		$3.56M Buy
87,601
+15,564
+22% +$642K 0.13% 148
2017
Q4 		$3.02M Buy
72,037
+24,172
+51% +$949K 0.1% 160
2017
Q3 		$1.88M Buy
+47,865
New +$1.84M 0.06% 274

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

James Investment Research's LM Position: Q2 2020 in Review

James Investment Research sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 3,500 shares — an estimated $171K sold.

James Investment Research first reported a position in LM in Q3 2017 and held it in 11 quarters. The position peaked at $3.56M in Q1 2018. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

  • James Investment Research reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
  • James Investment Research sold 3,500 Legg Mason, Inc. shares in Q2 2020, an estimated $171K.
  • James Investment Research first reported a position in Legg Mason, Inc. in Q3 2017 and held it in 11 quarters.
  • James Investment Research's Legg Mason, Inc. position peaked at $3.56M in Q1 2018.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on James Investment Research's 13F filing for Q2 2020, filed 24 Jul 2020.