MUFG Americas’s Legg Mason, Inc. LM Stock Holding History

MUFG Americas’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	-571	Closed	-$21K	–	788
2019 Q4	$21K	Hold	571	–	–	﹤0.01%	639
2019 Q3	$22K	Hold	571	–	–	﹤0.01%	640
2019 Q2	$22K	Hold	571	–	–	﹤0.01%	636
2019 Q1	$16K	Buy	+571	New	+$16.4K	﹤0.01%	706
2015 Q3	–	Sell	-7,323	Closed	-$379K	–	1266
2015 Q2	$379K	Buy	+7,323	New	+$394K	0.01%	403
2013 Q3	–	Sell	-91	Closed	-$3K	–	1545
2013 Q2	$3K	Buy	+91	New	+$2.97K	﹤0.01%	1517

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

MUFG Americas's LM Position: Q1 2020 in Review

MUFG Americas sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 571 shares — an estimated $21K sold.

MUFG Americas first reported a position in LM in Q2 2013 and held it in 6 quarters. The position peaked at $379K in Q2 2015. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

MUFG Americas reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
MUFG Americas sold 571 Legg Mason, Inc. shares in Q1 2020, an estimated $21K.
MUFG Americas first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 6 quarters.
MUFG Americas's Legg Mason, Inc. position peaked at $379K in Q2 2015.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on MUFG Americas's 13F filing for Q1 2020, filed 24 Apr 2020.