Morgan Stanley’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 |
-73,235
| Closed | -$3.64M | – | 6963 |
|
|
2020
Q2 | $3.64M | Sell |
73,235
-3,619
| -5% | -$180K | ﹤0.01% | 3000 |
|
|
2020
Q1 | $3.75M | Sell |
76,854
-187,788
| -71% | -$8.19M | ﹤0.01% | 2728 |
|
|
2019
Q4 | $9.5M | Buy |
264,642
+51,464
| +24% | +$1.91M | ﹤0.01% | 2487 |
|
|
2019
Q3 | $8.14M | Sell |
213,178
-14,186
| -6% | -$537K | ﹤0.01% | 2340 |
|
|
2019
Q2 | $8.7M | Sell |
227,364
-125,936
| -36% | -$4.35M | ﹤0.01% | 2317 |
|
|
2019
Q1 | $9.67M | Buy |
353,300
+98,270
| +39% | +$2.82M | ﹤0.01% | 2071 |
|
|
2018
Q4 | $6.51M | Sell |
255,030
-59,879
| -19% | -$1.68M | ﹤0.01% | 2580 |
|
|
2018
Q3 | $9.83M | Sell |
314,909
-233,442
| -43% | -$7.55M | ﹤0.01% | 2435 |
|
|
2018
Q2 | $19M | Sell |
548,351
-33,868
| -6% | -$1.28M | 0.01% | 1690 |
|
|
2018
Q1 | $23.7M | Sell |
582,219
-141,661
| -20% | -$5.85M | 0.01% | 1515 |
|
|
2017
Q4 | $30.4M | Buy |
723,880
+176,098
| +32% | +$6.92M | 0.01% | 1323 |
|
|
2017
Q3 | $21.5M | Sell |
547,782
-53,013
| -9% | -$2.04M | 0.01% | 1518 |
|
|
2017
Q2 | $22.9M | Buy |
600,795
+124,393
| +26% | +$4.71M | 0.01% | 1409 |
|
|
2017
Q1 | $17.2M | Buy |
476,402
+37,253
| +8% | +$1.29M | 0.01% | 1684 |
|
|
2016
Q4 | $13.1M | Sell |
439,149
-115,555
| -21% | -$3.63M | ﹤0.01% | 1967 |
|
|
2016
Q3 | $18.6M | Buy |
554,704
+337,120
| +155% | +$11.2M | 0.01% | 1512 |
|
|
2016
Q2 | $6.42M | Buy |
217,584
+27,268
| +14% | +$884K | ﹤0.01% | 2376 |
|
|
2016
Q1 | $6.6M | Sell |
190,316
-222,321
| -54% | -$6.97M | ﹤0.01% | 2256 |
|
|
2015
Q4 | $16.2M | Sell |
412,637
-32,616
| -7% | -$1.4M | 0.01% | 1573 |
|
|
2015
Q3 | $18.5M | Sell |
445,253
-348,138
| -44% | -$16.1M | 0.01% | 1442 |
|
|
2015
Q2 | $40.9M | Buy |
793,391
+49,519
| +7% | +$2.67M | 0.01% | 982 |
|
|
2015
Q1 | $41.1M | Sell |
743,872
-16,830
| -2% | -$944K | 0.02% | 965 |
|
|
2014
Q4 | $40.6M | Buy |
760,702
+195,969
| +35% | +$10.3M | 0.01% | 972 |
|
|
2014
Q3 | $28.9M | Sell |
564,733
-233,928
| -29% | -$11.6M | 0.01% | 1159 |
|
|
2014
Q2 | $41M | Buy |
798,661
+160,947
| +25% | +$7.76M | 0.02% | 906 |
|
|
2014
Q1 | $31.3M | Sell |
637,714
-83,440
| -12% | -$3.72M | 0.01% | 1033 |
|
|
2013
Q4 | $31.4M | Sell |
721,154
-2,769
| -0.4% | -$107K | 0.01% | 1025 |
|
|
2013
Q3 | $24.2M | Sell |
723,923
-452,193
| -38% | -$15.1M | 0.01% | 1086 |
|
|
2013
Q2 | $36.5M | Buy |
+1,176,116
| New | +$38.4M | 0.02% | 795 |
|
Morgan Stanley's LM Position: Q3 2020 in Review
Morgan Stanley sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 73,235 shares — an estimated $3.64M sold.
Morgan Stanley first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $41.1M in Q1 2015. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Morgan Stanley reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Morgan Stanley sold 73,235 Legg Mason, Inc. shares in Q3 2020, an estimated $3.64M.
- Morgan Stanley first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- Morgan Stanley's Legg Mason, Inc. position peaked at $41.1M in Q1 2015.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Morgan Stanley's 13F filing for Q3 2020, filed 13 Nov 2020.