JWM
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Jeppson Wealth Management’s Leggett & Platt LEG Stock Holding History

Jeppson Wealth Management’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,514
Closed -$223K – 213
2023
Q4 		$223K Sell
8,514
-2,589
-23% -$63.5K 0.09% 182
2023
Q3 		$282K Sell
11,103
-705
-6% -$19.8K 0.13% 146
2023
Q2 		$350K Buy
11,808
+32
+0.3% +$1.01K 0.15% 135
2023
Q1 		$375K Buy
11,776
+3,082
+35% +$104K 0.16% 126
2022
Q4 		$280K Buy
8,694
+346
+4% +$11.6K 0.12% 150
2022
Q3 		$277K Buy
+8,348
New +$317K 0.13% 149
2020
Q4 		– Sell
-705
Closed -$29K – 303
2020
Q3 		$29K Buy
+705
New +$28K 0.02% 294

Other funds holding LEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jeppson Wealth Management's LEG Position: Q1 2024 in Review

Jeppson Wealth Management sold out of Leggett & Platt (LEG) in Q1 2024, closing a stake of 8,514 shares — an estimated $223K sold.

Jeppson Wealth Management first reported a position in LEG in Q3 2020 and held it in 7 quarters. The position peaked at $375K in Q1 2023. 364 funds tracked by Wall St. Rank hold LEG as of Q1 2024.

  • Jeppson Wealth Management reported no remaining Leggett & Platt position as of Q1 2024 after selling out during the quarter.
  • Jeppson Wealth Management sold 8,514 Leggett & Platt shares in Q1 2024, an estimated $223K.
  • Jeppson Wealth Management first reported a position in Leggett & Platt in Q3 2020 and held it in 7 quarters.
  • Jeppson Wealth Management's Leggett & Platt position peaked at $375K in Q1 2023.
  • 364 funds tracked by Wall St. Rank held Leggett & Platt as of Q1 2024.

Based on Jeppson Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.