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

Lloyds Banking 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
2014 Q4	–	Sell	-5,649	Closed	-$289K	–	444
2014 Q3	$289K	Sell	5,649 -4,348	-43%	-$216K	0.08%	232
2014 Q2	$512K	Sell	9,997 -47,699	-83%	-$2.3M	0.12%	185
2014 Q1	$2.83M	Buy	57,696 +38,423	+199%	+$1.71M	0.03%	393
2013 Q4	$837K	Sell	19,273 -1,841	-9%	-$71.4K	0.01%	552
2013 Q3	$706K	Sell	21,114 -1,029	-5%	-$34.5K	0.01%	531
2013 Q2	$686K	Buy	+22,143	New	+$724K	0.01%	523

Other funds holding LM

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Lloyds Banking Group's LM Position: Q4 2014 in Review

Lloyds Banking Group sold out of Legg Mason, Inc. (LM) in Q4 2014, closing a stake of 5,649 shares — an estimated $289K sold.

Lloyds Banking Group first reported a position in LM in Q2 2013 and held it in 6 quarters. The position peaked at $2.83M in Q1 2014. 377 funds tracked by Wall St. Rank hold LM as of Q4 2014.

Lloyds Banking Group reported no remaining Legg Mason, Inc. position as of Q4 2014 after selling out during the quarter.
Lloyds Banking Group sold 5,649 Legg Mason, Inc. shares in Q4 2014, an estimated $289K.
Lloyds Banking Group first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 6 quarters.
Lloyds Banking Group's Legg Mason, Inc. position peaked at $2.83M in Q1 2014.
377 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.