KPF
LM

K2 Principal Fund’s Legg Mason, Inc. LM Stock Holding History

K2 Principal Fund’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
Q3 		– Sell
-18,677
Closed -$929K – 356
2020
Q2 		$929K Buy
18,677
+1,177
+7% +$58.4K 0.15% 136
2020
Q1 		$855K Buy
+17,500
New +$764K 0.16% 119

K2 Principal Fund's LM Position: Q3 2020 in Review

K2 Principal Fund sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 18,677 shares — an estimated $929K sold.

K2 Principal Fund first reported a position in LM in Q1 2020 and held it in 2 quarters. The position peaked at $929K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • K2 Principal Fund reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • K2 Principal Fund sold 18,677 Legg Mason, Inc. shares in Q3 2020, an estimated $929K.
  • K2 Principal Fund first reported a position in Legg Mason, Inc. in Q1 2020 and held it in 2 quarters.
  • K2 Principal Fund's Legg Mason, Inc. position peaked at $929K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on K2 Principal Fund's 13F filing for Q3 2020, filed 13 Nov 2020.