JG
LM

Jefferies Group’s Legg Mason, Inc. LM Stock Holding History

Jefferies Group’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
-42,589
Closed -$1.53M – 2907
2019
Q4 		$1.53M Buy
42,589
+15,824
+59% +$587K 0.01% 1204
2019
Q3 		$1.02M Buy
26,765
+15,431
+136% +$584K 0.01% 1489
2019
Q2 		$434K Buy
+11,334
New +$392K ﹤0.01% 1734
2018
Q2 		– Sell
-31,097
Closed -$1.26M – 2825
2018
Q1 		$1.26M Sell
31,097
-24,451
-44% -$1.01M 0.01% 1092
2017
Q4 		$2.33M Buy
55,548
+32,516
+141% +$1.28M 0.01% 913
2017
Q3 		$905K Buy
+23,032
New +$885K 0.01% 1333
2017
Q1 		– Sell
-37,816
Closed -$1.13M – 2781
2016
Q4 		$1.13M Buy
+37,816
New +$1.19M 0.01% 1206
2016
Q1 		– Sell
-39,553
Closed -$1.55M – 2711
2015
Q4 		$1.55M Buy
39,553
+24,235
+158% +$1.04M 0.01% 978
2015
Q3 		$637K Sell
15,318
-7,251
-32% -$336K ﹤0.01% 1403
2015
Q2 		$1.16M Buy
22,569
+3,521
+18% +$190K 0.01% 1178
2015
Q1 		$1.05M Buy
+19,048
New +$1.07M 0.01% 1025
2014
Q4 		– Sell
-6,798
Closed -$348K – 2473
2014
Q3 		$348K Buy
6,798
+1,658
+32% +$82.2K ﹤0.01% 1519
2014
Q2 		$264K Buy
+5,140
New +$248K ﹤0.01% 1602
2013
Q3 		– Sell
-25,284
Closed -$784K – 2290
2013
Q2 		$784K Buy
+25,284
New +$826K 0.01% 874

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

Jefferies Group's LM Position: Q1 2020 in Review

Jefferies Group sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 42,589 shares — an estimated $1.53M sold.

Jefferies Group first reported a position in LM in Q2 2013 and held it in 14 quarters. The position peaked at $2.33M in Q4 2017. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Jefferies Group reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 42,589 Legg Mason, Inc. shares in Q1 2020, an estimated $1.53M.
  • Jefferies Group first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 14 quarters.
  • Jefferies Group's Legg Mason, Inc. position peaked at $2.33M in Q4 2017.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.