Leuthold Group’s Legg Mason, Inc. LM Stock Holding History

Leuthold Group’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
2015 Q3	–	Sell	-42,766	Closed	-$2.2M	–	223
2015 Q2	$2.2M	Buy	+42,766	New	+$2.3M	0.21%	145

Other funds holding LM

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Leuthold Group's LM Position: Q3 2015 in Review

Leuthold Group sold out of Legg Mason, Inc. (LM) in Q3 2015, closing a stake of 42,766 shares — an estimated $2.2M sold.

Leuthold Group first reported a position in LM in Q2 2015 and held it in 1 quarter. The position peaked at $2.2M in Q2 2015. 366 funds tracked by Wall St. Rank hold LM as of Q3 2015.

Leuthold Group reported no remaining Legg Mason, Inc. position as of Q3 2015 after selling out during the quarter.
Leuthold Group sold 42,766 Legg Mason, Inc. shares in Q3 2015, an estimated $2.2M.
Leuthold Group first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 1 quarter.
Leuthold Group's Legg Mason, Inc. position peaked at $2.2M in Q2 2015.
366 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2015.

Based on Leuthold Group's 13F filing for Q3 2015, filed 16 Nov 2015.