Machina Capital’s Legg Mason, Inc. LM Stock Holding History

Machina Capital’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
2019 Q3	–	Sell	-2,650	Closed	-$100K	–	571
2019 Q2	$100K	Buy	2,650 +424	+19%	+$14.7K	0.04%	363
2019 Q1	$61K	Buy	+2,226	New	+$63.8K	0.02%	337

Other funds holding LM

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Machina Capital's LM Position: Q3 2019 in Review

Machina Capital sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 2,650 shares — an estimated $100K sold.

Machina Capital first reported a position in LM in Q1 2019 and held it in 2 quarters. The position peaked at $100K in Q2 2019. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

Machina Capital reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
Machina Capital sold 2,650 Legg Mason, Inc. shares in Q3 2019, an estimated $100K.
Machina Capital first reported a position in Legg Mason, Inc. in Q1 2019 and held it in 2 quarters.
Machina Capital's Legg Mason, Inc. position peaked at $100K in Q2 2019.
329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on Machina Capital's 13F filing for Q3 2019, filed 12 Nov 2019.