MAFM
LM

Mid Atlantic Financial Management’s Legg Mason, Inc. LM Stock Holding History

Mid Atlantic Financial Management’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
-23,305
Closed -$837K – 791
2019
Q4 		$837K Sell
23,305
-382
-2% -$14.2K 0.08% 270
2019
Q3 		$905K Sell
23,687
-1,489
-6% -$56.3K 0.1% 221
2019
Q2 		$964K Sell
25,176
-405
-2% -$14K 0.1% 207
2019
Q1 		$700K Sell
25,581
-1,193
-4% -$34.2K 0.08% 287
2018
Q4 		$683K Buy
+26,774
New +$750K 0.08% 241

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

Mid Atlantic Financial Management's LM Position: Q1 2020 in Review

Mid Atlantic Financial Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 23,305 shares — an estimated $837K sold.

Mid Atlantic Financial Management first reported a position in LM in Q4 2018 and held it in 5 quarters. The position peaked at $964K in Q2 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Mid Atlantic Financial Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 23,305 Legg Mason, Inc. shares in Q1 2020, an estimated $837K.
  • Mid Atlantic Financial Management first reported a position in Legg Mason, Inc. in Q4 2018 and held it in 5 quarters.
  • Mid Atlantic Financial Management's Legg Mason, Inc. position peaked at $964K in Q2 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2020, filed 11 May 2020.