Junto Capital Management’s Legg Mason, Inc. LM Stock Holding History

Junto Capital 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 Q4	–	Sell	-711,950	Closed	-$28M	–	53
2017 Q3	$28M	Buy	+711,950	New	+$27.3M	2.29%	23
2016 Q4	–	Sell	-1,140,514	Closed	-$38.2M	–	41
2016 Q3	$38.2M	Sell	1,140,514 -337,548	-23%	-$11.2M	5.01%	8
2016 Q2	$43.6M	Buy	1,478,062 +651,311	+79%	+$21.1M	6.81%	3
2016 Q1	$28.7M	Buy	+826,751	New	+$25.9M	4.91%	8
2015 Q4	–	Sell	-589,900	Closed	-$24.5M	–	30
2015 Q3	$24.5M	Buy	+589,900	New	+$27.3M	5.5%	9
2015 Q2	–	Sell	-635,970	Closed	-$35.1M	–	26
2015 Q1	$35.1M	Sell	635,970 -35,000	-5%	-$1.96M	9.96%	2
2014 Q4	$35.8M	Buy	+670,970	New	+$35.4M	10.99%	2

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Junto Capital Management's LM Position: Q4 2017 in Review

Junto Capital Management sold out of Legg Mason, Inc. (LM) in Q4 2017, closing a stake of 711,950 shares — an estimated $28M sold.

Junto Capital Management first reported a position in LM in Q4 2014 and held it in 7 quarters. The position peaked at $43.6M in Q2 2016. 349 funds tracked by Wall St. Rank hold LM as of Q4 2017.

Junto Capital Management reported no remaining Legg Mason, Inc. position as of Q4 2017 after selling out during the quarter.
Junto Capital Management sold 711,950 Legg Mason, Inc. shares in Q4 2017, an estimated $28M.
Junto Capital Management first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 7 quarters.
Junto Capital Management's Legg Mason, Inc. position peaked at $43.6M in Q2 2016.
349 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2017.

Based on Junto Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.