Kovitz Investment Group Partners
LM

Kovitz Investment Group Partners’s Legg Mason, Inc. LM Stock Holding History

Kovitz Investment Group Partners’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
-15,800
Closed -$567K – 410
2019
Q4 		$567K Sell
15,800
-200
-1% -$7.42K 0.02% 314
2019
Q3 		$611K Sell
16,000
-2,100
-12% -$79.5K 0.02% 308
2019
Q2 		$693K Sell
18,100
-9,000
-33% -$311K 0.02% 294
2019
Q1 		$742K Sell
27,100
-100
-0.4% -$2.87K 0.02% 298
2018
Q4 		$694K Sell
27,200
-5,300
-16% -$149K 0.03% 213
2018
Q3 		$1.01M Hold
32,500
– – 0.05% 93
2018
Q2 		$1.13M Buy
32,500
+200
+0.6% +$7.59K 0.05% 88
2018
Q1 		$1.31M Buy
32,300
+300
+0.9% +$12.4K 0.06% 80
2017
Q4 		$1.34K Sell
32,000
-3,100
-9% -$122K 0.06% 75
2017
Q3 		$1.38M Sell
35,100
-2,400
-6% -$92.2K 0.07% 75
2017
Q2 		$1.43M Buy
+37,500
New +$1.42M 0.08% 70

Other funds holding LM

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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

Kovitz Investment Group Partners's LM Position: Q1 2020 in Review

Kovitz Investment Group Partners sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 15,800 shares — an estimated $567K sold.

Kovitz Investment Group Partners first reported a position in LM in Q2 2017 and held it in 11 quarters. The position peaked at $1.43M in Q2 2017. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Kovitz Investment Group Partners reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 15,800 Legg Mason, Inc. shares in Q1 2020, an estimated $567K.
  • Kovitz Investment Group Partners first reported a position in Legg Mason, Inc. in Q2 2017 and held it in 11 quarters.
  • Kovitz Investment Group Partners's Legg Mason, Inc. position peaked at $1.43M in Q2 2017.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2020, filed 15 May 2020.