MSL
LM

Mackay Shields LLC’s Legg Mason, Inc. LM Stock Holding History

Mackay Shields LLC’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
-102,562
Closed -$3.68M – 1554
2019
Q4 		$3.68M Buy
+102,562
New +$3.81M 0.03% 599
2019
Q2 		– Sell
-16,978
Closed -$465K – 1564
2019
Q1 		$465K Sell
16,978
-252,754
-94% -$7.25M ﹤0.01% 1192
2018
Q4 		$6.88M Sell
269,732
-24,330
-8% -$682K 0.06% 391
2018
Q3 		$9.18M Sell
294,062
-51,506
-15% -$1.67M 0.07% 325
2018
Q2 		$12M Sell
345,568
-91,267
-21% -$3.46M 0.08% 302
2018
Q1 		$17.8M Buy
+436,835
New +$18M 0.11% 228

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

Mackay Shields LLC's LM Position: Q1 2020 in Review

Mackay Shields LLC sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 102,562 shares — an estimated $3.68M sold.

Mackay Shields LLC first reported a position in LM in Q1 2018 and held it in 6 quarters. The position peaked at $17.8M in Q1 2018. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Mackay Shields LLC reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Mackay Shields LLC sold 102,562 Legg Mason, Inc. shares in Q1 2020, an estimated $3.68M.
  • Mackay Shields LLC first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 6 quarters.
  • Mackay Shields LLC's Legg Mason, Inc. position peaked at $17.8M in Q1 2018.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Mackay Shields LLC's 13F filing for Q1 2020, filed 8 May 2020.