LMGAM
LM

Liberty Mutual Group Asset Management’s Legg Mason, Inc. LM Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-17,018
Closed -$531K – 893
2018
Q3 		$531K Hold
17,018
– – 0.01% 726
2018
Q2 		$591K Buy
17,018
+178
+1% +$6.75K 0.01% 655
2018
Q1 		$685K Sell
16,840
-5,257
-24% -$217K 0.02% 557
2017
Q4 		$928K Sell
22,097
-219
-1% -$8.6K 0.03% 498
2017
Q3 		$877K Sell
22,316
-12,366
-36% -$475K 0.05% 517
2017
Q2 		$1.32M Sell
34,682
-4,754
-12% -$180K 0.05% 498
2017
Q1 		$1.43M Sell
39,436
-2,787
-7% -$96.6K 0.06% 498
2016
Q4 		$1.26M Buy
42,223
+32,180
+320% +$1.01M 0.05% 589
2016
Q3 		$335K Buy
10,043
+2,211
+28% +$73.6K 0.01% 957
2016
Q2 		$231K Buy
7,832
+1,246
+19% +$40.4K 0.01% 996
2016
Q1 		$229K Sell
6,586
-527
-7% -$16.5K 0.01% 976
2015
Q4 		$280K Sell
7,113
-24,659
-78% -$1.06M 0.01% 944
2015
Q3 		$1.32M Buy
31,772
+6,153
+24% +$285K 0.05% 752
2015
Q2 		$1.32M Sell
25,619
-7,309
-22% -$394K 0.05% 799
2015
Q1 		$1.82M Sell
32,928
-2,107
-6% -$118K 0.06% 673
2014
Q4 		$1.87M Buy
35,035
+4,104
+13% +$217K 0.06% 636
2014
Q3 		$1.58M Sell
30,931
-1,677
-5% -$83.2K 0.05% 673
2014
Q2 		$1.67M Sell
32,608
-2,339
-7% -$113K 0.05% 683
2014
Q1 		$1.71M Buy
34,947
+6,777
+24% +$302K 0.06% 592
2013
Q4 		$1.23M Buy
28,170
+21,595
+328% +$838K 0.04% 699
2013
Q3 		$219K Buy
+6,575
New +$220K 0.01% 1028

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Mutual Group Asset Management's LM Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 17,018 shares — an estimated $531K sold.

Liberty Mutual Group Asset Management first reported a position in LM in Q3 2013 and held it in 21 quarters. The position peaked at $1.87M in Q4 2014. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 17,018 Legg Mason, Inc. shares in Q4 2018, an estimated $531K.
  • Liberty Mutual Group Asset Management first reported a position in Legg Mason, Inc. in Q3 2013 and held it in 21 quarters.
  • Liberty Mutual Group Asset Management's Legg Mason, Inc. position peaked at $1.87M in Q4 2014.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.