JA
LM

JOYN Advisors’s Legg Mason, Inc. LM Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-533
Closed -$14K – 1654
2018
Q4 		$14K Buy
533
+271
+103% +$7.59K ﹤0.01% 837
2018
Q3 		$8K Buy
262
+79
+43% +$2.55K ﹤0.01% 1046
2018
Q2 		$6K Buy
+183
New +$6.94K ﹤0.01% 1100

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JOYN Advisors's LM Position: Q1 2019 in Review

JOYN Advisors sold out of Legg Mason, Inc. (LM) in Q1 2019, closing a stake of 533 shares — an estimated $14K sold.

JOYN Advisors first reported a position in LM in Q2 2018 and held it in 3 quarters. The position peaked at $14K in Q4 2018. 322 funds tracked by Wall St. Rank hold LM as of Q1 2019.

  • JOYN Advisors reported no remaining Legg Mason, Inc. position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 533 Legg Mason, Inc. shares in Q1 2019, an estimated $14K.
  • JOYN Advisors first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Legg Mason, Inc. position peaked at $14K in Q4 2018.
  • 322 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.