Ken Fisher
LM

Ken Fisher’s Legg Mason, Inc. LM Stock Holding History

Ken Fisher’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
-49,081
Closed -$1.76M – 872
2019
Q4 		$1.76M Sell
49,081
-259,173
-84% -$9.62M ﹤0.01% 511
2019
Q3 		$11.8M Sell
308,254
-2,770
-0.9% -$105K 0.01% 342
2019
Q2 		$11.9M Sell
311,024
-17,562
-5% -$607K 0.01% 346
2019
Q1 		$8.99M Sell
328,586
-3,606
-1% -$103K 0.01% 366
2018
Q4 		$8.47M Sell
332,192
-272
-0.1% -$7.62K 0.01% 355
2018
Q3 		$10.4M Buy
332,464
+133,134
+67% +$4.3M 0.01% 343
2018
Q2 		$6.92M Buy
199,330
+30
+0% +$1.14K 0.01% 391
2018
Q1 		$8.1M Hold
199,300
– – 0.01% 358
2017
Q4 		$8.37M Sell
199,300
-14,900
-7% -$585K 0.01% 354
2017
Q3 		$8.42M Buy
214,200
+33
+0% +$1.27K 0.01% 341
2017
Q2 		$8.17M Buy
214,167
+10,467
+5% +$396K 0.01% 338
2017
Q1 		$7.36M Sell
203,700
-39,999
-16% -$1.39M 0.01% 320
2016
Q4 		$7.29M Buy
243,699
+14,300
+6% +$449K 0.01% 317
2016
Q3 		$7.68M Buy
229,399
+82,200
+56% +$2.74M 0.01% 314
2016
Q2 		$4.45M Buy
147,199
+53,100
+56% +$1.72M 0.01% 361
2016
Q1 		$3.21M Buy
94,099
+26,100
+38% +$819K 0.01% 416
2015
Q4 		$2.67M Hold
67,999
– – 0.01% 442
2015
Q3 		$2.83M Hold
67,999
– – 0.01% 402
2015
Q2 		$3.5M Hold
67,999
– – 0.01% 360
2015
Q1 		$3.75M Buy
67,999
+399
+0.6% +$22.4K 0.01% 354
2014
Q4 		$3.61M Sell
67,600
-1,550
-2% -$81.8K 0.01% 351
2014
Q3 		$3.54M Buy
69,150
+350
+0.5% +$17.4K 0.01% 342
2014
Q2 		$3.53M Sell
68,800
-20
-0% -$964 0.01% 332
2014
Q1 		$3.38M Sell
68,820
-7,080
-9% -$315K 0.01% 328
2013
Q4 		$3.3M Buy
75,900
+15,100
+25% +$586K 0.01% 328
2013
Q3 		$2.03M Buy
+60,800
New +$2.04M 0.01% 345

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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ken Fisher's LM Position: Q1 2020 in Review

Ken Fisher sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 49,081 shares — an estimated $1.76M sold.

Ken Fisher first reported a position in LM in Q3 2013 and held it in 26 quarters. The position peaked at $11.9M in Q2 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Ken Fisher reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Ken Fisher sold 49,081 Legg Mason, Inc. shares in Q1 2020, an estimated $1.76M.
  • Ken Fisher first reported a position in Legg Mason, Inc. in Q3 2013 and held it in 26 quarters.
  • Ken Fisher's Legg Mason, Inc. position peaked at $11.9M in Q2 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Fisher Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.