LS Investment Advisors’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,438
| Closed | -$221K | – | 1619 |
|
|
2020
Q2 | $221K | Buy |
4,438
+543
| +14% | +$27K | 0.01% | 687 |
|
|
2020
Q1 | $190K | Hold |
3,895
| – | – | 0.01% | 648 |
|
|
2019
Q4 | $140K | Hold |
3,895
| – | – | 0.01% | 986 |
|
|
2019
Q3 | $149K | Sell |
3,895
-334
| -8% | -$12.6K | 0.01% | 913 |
|
|
2019
Q2 | $162K | Sell |
4,229
-331
| -7% | -$11.4K | 0.01% | 883 |
|
|
2019
Q1 | $125K | Sell |
4,560
-182
| -4% | -$5.22K | 0.01% | 999 |
|
|
2018
Q4 | $121K | Sell |
4,742
-105
| -2% | -$2.94K | 0.01% | 966 |
|
|
2018
Q3 | $151K | Hold |
4,847
| – | – | 0.01% | 975 |
|
|
2018
Q2 | $168K | Buy |
4,847
+63
| +1% | +$2.39K | 0.01% | 948 |
|
|
2018
Q1 | $194K | Sell |
4,784
-811
| -14% | -$33.5K | 0.01% | 863 |
|
|
2017
Q4 | $235K | Sell |
5,595
-1,034
| -16% | -$40.6K | 0.01% | 818 |
|
|
2017
Q3 | $261K | Sell |
6,629
-99
| -1% | -$3.8K | 0.02% | 821 |
|
|
2017
Q2 | $257K | Buy |
6,728
+899
| +15% | +$34K | 0.02% | 806 |
|
|
2017
Q1 | $210K | Sell |
5,829
-380
| -6% | -$13.2K | 0.01% | 828 |
|
|
2016
Q4 | $186K | Buy |
6,209
+2,387
| +62% | +$75K | 0.01% | 835 |
|
|
2016
Q3 | $128K | Sell |
3,822
-333
| -8% | -$11.1K | 0.01% | 931 |
|
|
2016
Q2 | $123K | Sell |
4,155
-5,313
| -56% | -$172K | 0.01% | 940 |
|
|
2016
Q1 | $328K | Buy |
9,468
+1,448
| +18% | +$45.4K | 0.02% | 532 |
|
|
2015
Q4 | $315K | Sell |
8,020
-121
| -1% | -$5.18K | 0.02% | 530 |
|
|
2015
Q3 | $339K | Buy |
8,141
+1,393
| +21% | +$64.5K | 0.03% | 518 |
|
|
2015
Q2 | $348K | Buy |
6,748
+31
| +0.5% | +$1.67K | 0.03% | 513 |
|
|
2015
Q1 | $371K | Sell |
6,717
-84
| -1% | -$4.71K | 0.03% | 445 |
|
|
2014
Q4 | $363K | Buy |
6,801
+1,034
| +18% | +$54.6K | 0.03% | 453 |
|
|
2014
Q3 | $295K | Sell |
5,767
-25
| -0.4% | -$1.24K | 0.03% | 461 |
|
|
2014
Q2 | $297K | Sell |
5,792
-257
| -4% | -$12.4K | 0.03% | 465 |
|
|
2014
Q1 | $297K | Buy |
6,049
+746
| +14% | +$33.2K | 0.02% | 458 |
|
|
2013
Q4 | $231K | Buy |
5,303
+3,705
| +232% | +$144K | 0.02% | 473 |
|
|
2013
Q3 | $53K | Buy |
1,598
+929
| +139% | +$31.1K | 0.01% | 551 |
|
|
2013
Q2 | $21K | Buy |
+669
| New | +$21.9K | ﹤0.01% | 602 |
|
LS Investment Advisors's LM Position: Q3 2020 in Review
LS Investment Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 4,438 shares — an estimated $221K sold.
LS Investment Advisors first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $371K in Q1 2015. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- LS Investment Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- LS Investment Advisors sold 4,438 Legg Mason, Inc. shares in Q3 2020, an estimated $221K.
- LS Investment Advisors first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- LS Investment Advisors's Legg Mason, Inc. position peaked at $371K in Q1 2015.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.