Manchester Capital Management’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 |
-991
| Closed | -$49K | – | 717 |
|
|
2020
Q2 | $49K | Hold |
991
| – | – | 0.01% | 371 |
|
|
2020
Q1 | $48K | Hold |
991
| – | – | 0.01% | 361 |
|
|
2019
Q4 | $36K | Hold |
991
| – | – | ﹤0.01% | 398 |
|
|
2019
Q3 | $38K | Hold |
991
| – | – | ﹤0.01% | 389 |
|
|
2019
Q2 | $38K | Hold |
991
| – | – | ﹤0.01% | 403 |
|
|
2019
Q1 | $27K | Hold |
991
| – | – | ﹤0.01% | 489 |
|
|
2018
Q4 | $34K | Hold |
991
| – | – | 0.01% | 382 |
|
|
2018
Q3 | $31K | Hold |
991
| – | – | ﹤0.01% | 397 |
|
|
2018
Q2 | $34K | Sell |
991
-32
| -3% | -$1.21K | 0.01% | 392 |
|
|
2018
Q1 | $42K | Buy |
1,023
+32
| +3% | +$1.32K | 0.01% | 372 |
|
|
2017
Q4 | $42K | Hold |
991
| – | – | 0.01% | 365 |
|
|
2017
Q3 | $39K | Hold |
991
| – | – | 0.01% | 365 |
|
|
2017
Q2 | $38K | Hold |
991
| – | – | 0.01% | 371 |
|
|
2017
Q1 | $36K | Hold |
991
| – | – | 0.01% | 387 |
|
|
2016
Q4 | $30K | Hold |
991
| – | – | ﹤0.01% | 392 |
|
|
2016
Q3 | $33K | Hold |
991
| – | – | 0.01% | 394 |
|
|
2016
Q2 | $29K | Hold |
991
| – | – | ﹤0.01% | 416 |
|
|
2016
Q1 | $34K | Hold |
991
| – | – | ﹤0.01% | 465 |
|
|
2015
Q4 | $39K | Hold |
991
| – | – | 0.01% | 491 |
|
|
2015
Q3 | $41K | Hold |
991
| – | – | 0.01% | 459 |
|
|
2015
Q2 | $51K | Sell |
991
-470
| -32% | -$25.3K | 0.01% | 387 |
|
|
2015
Q1 | $80K | Sell |
1,461
-423
| -22% | -$23.7K | 0.01% | 314 |
|
|
2014
Q4 | $101K | Hold |
1,884
| – | – | 0.01% | 547 |
|
|
2014
Q3 | $96K | Buy |
1,884
+71
| +4% | +$3.52K | 0.01% | 584 |
|
|
2014
Q2 | $93K | Sell |
1,813
-230
| -11% | -$11.1K | 0.01% | 580 |
|
|
2014
Q1 | $100K | Hold |
2,043
| – | – | 0.02% | 519 |
|
|
2013
Q4 | $89K | Hold |
2,043
| – | – | 0.01% | 495 |
|
|
2013
Q3 | $68K | Hold |
2,043
| – | – | 0.01% | 533 |
|
|
2013
Q2 | $63K | Buy |
+2,043
| New | +$66.8K | 0.01% | 540 |
|
Manchester Capital Management's LM Position: Q3 2020 in Review
Manchester Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 991 shares — an estimated $49K sold.
Manchester Capital Management first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $101K in Q4 2014. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Manchester Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Manchester Capital Management sold 991 Legg Mason, Inc. shares in Q3 2020, an estimated $49K.
- Manchester Capital Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- Manchester Capital Management's Legg Mason, Inc. position peaked at $101K in Q4 2014.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Manchester Capital Management's 13F filing for Q3 2020, filed 27 Oct 2020.