Lord, Abbett & Co
LM

Lord, Abbett & Co’s Legg Mason, Inc. LM Stock Holding History

Lord, Abbett & Co’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
-25,600
Closed -$919K – 728
2019
Q4 		$919K Sell
25,600
-100
-0.4% -$3.71K ﹤0.01% 647
2019
Q3 		$981K Buy
25,700
+1,500
+6% +$56.8K ﹤0.01% 682
2019
Q2 		$926K Buy
+24,200
New +$836K ﹤0.01% 737
2017
Q1 		– Sell
-366,800
Closed -$11M – 954
2016
Q4 		$11M Buy
+366,800
New +$11.5M 0.03% 542

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
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

Lord, Abbett & Co's LM Position: Q1 2020 in Review

Lord, Abbett & Co sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 25,600 shares — an estimated $919K sold.

Lord, Abbett & Co first reported a position in LM in Q4 2016 and held it in 4 quarters. The position peaked at $11M in Q4 2016. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Lord, Abbett & Co reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Lord, Abbett & Co sold 25,600 Legg Mason, Inc. shares in Q1 2020, an estimated $919K.
  • Lord, Abbett & Co first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 4 quarters.
  • Lord, Abbett & Co's Legg Mason, Inc. position peaked at $11M in Q4 2016.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Lord, Abbett & Co's 13F filing for Q1 2020, filed 14 May 2020.