Livforsakringsbolaget Skandia’s Legg Mason, Inc. LM Stock Holding History

Livforsakringsbolaget Skandia’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	-27,800	Closed	-$998K	–	680
2019 Q4	$998K	Buy	27,800 +19,400	+231%	+$720K	0.12%	158
2019 Q3	$321K	Buy	+8,400	New	+$318K	0.04%	311
2016 Q2	–	Sell	-11,167	Closed	-$387K	–	703
2016 Q1	$387K	Hold	11,167	–	–	0.02%	644
2015 Q4	$438K	Hold	11,167	–	–	0.02%	628
2015 Q3	$465K	Hold	11,167	–	–	0.02%	602
2015 Q2	$575K	Hold	11,167	–	–	0.03%	582
2015 Q1	$616K	Sell	11,167 -4,800	-30%	-$269K	0.03%	579
2014 Q4	$852K	Hold	15,967	–	–	0.04%	551
2014 Q3	$817K	Hold	15,967	–	–	0.03%	557
2014 Q2	$819K	Hold	15,967	–	–	0.03%	571
2014 Q1	$783K	Buy	+15,967	New	+$711K	0.03%	573

Other funds holding LM

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

BlackRock New York $6.73T AUM 46.02% 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Livforsakringsbolaget Skandia's LM Position: Q1 2020 in Review

Livforsakringsbolaget Skandia sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 27,800 shares — an estimated $998K sold.

Livforsakringsbolaget Skandia first reported a position in LM in Q1 2014 and held it in 11 quarters. The position peaked at $998K in Q4 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Livforsakringsbolaget Skandia reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Livforsakringsbolaget Skandia sold 27,800 Legg Mason, Inc. shares in Q1 2020, an estimated $998K.
Livforsakringsbolaget Skandia first reported a position in Legg Mason, Inc. in Q1 2014 and held it in 11 quarters.
Livforsakringsbolaget Skandia's Legg Mason, Inc. position peaked at $998K in Q4 2019.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2020, filed 22 Apr 2020.