Jupiter Investment Management’s Legg Mason, Inc. LM Stock Holding History

Jupiter Investment 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
2020 Q1	–	Sell	-43,506	Closed	-$1.56M	–	528
2019 Q4	$1.56M	Buy	43,506 +16,531	+61%	+$614K	0.02%	299
2019 Q3	$1.03M	Buy	26,975 +26,958	+158,576%	+$1.02M	0.01%	349
2019 Q2	$0	Sell	17 -119,562	-100%	-$4.13M	﹤0.01%	456
2019 Q1	$3.27M	Buy	+119,579	New	+$3.43M	0.03%	200
2018 Q3	–	Sell	-27,057	Closed	-$939K	–	478
2018 Q2	$939K	Buy	+27,057	New	+$1.03M	0.01%	297
2018 Q1	–	Sell	-1,090	Closed	-$45K	–	459
2017 Q4	$45K	Buy	+1,090	New	+$42.8K	﹤0.01%	344
2017 Q1	–	Sell	-166	Closed	-$4K	–	497
2016 Q4	$4K	Hold	166	–	–	﹤0.01%	357
2016 Q3	$5K	Hold	166	–	–	﹤0.01%	356
2016 Q2	$4K	Sell	166 -397,094	-100%	-$12.9M	﹤0.01%	420
2016 Q1	$13.8M	Sell	397,260 -61,099	-13%	-$1.92M	0.28%	101
2015 Q4	$18M	Buy	458,359 +86,823	+23%	+$3.72M	0.48%	70
2015 Q3	$15.5M	Buy	371,536 +15,039	+4%	+$697K	0.44%	71
2015 Q2	$18.4M	Buy	356,497 +325,297	+1,043%	+$17.5M	0.54%	64
2015 Q1	$1.72M	Buy	+31,200	New	+$1.75M	0.05%	174
2014 Q1	–	Sell	-30,031	Closed	-$1.3M	–	430
2013 Q4	$1.3M	Buy	+30,031	New	+$1.17M	0.11%	202

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Jupiter Investment Management's LM Position: Q1 2020 in Review

Jupiter Investment Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 43,506 shares — an estimated $1.56M sold.

Jupiter Investment Management first reported a position in LM in Q4 2013 and held it in 15 quarters. The position peaked at $18.4M in Q2 2015. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Jupiter Investment Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 43,506 Legg Mason, Inc. shares in Q1 2020, an estimated $1.56M.
Jupiter Investment Management first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 15 quarters.
Jupiter Investment Management's Legg Mason, Inc. position peaked at $18.4M in Q2 2015.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.