Mutual of America 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 |
-77,712
| Closed | -$3.87M | – | 1687 |
|
|
2020
Q2 | $3.87M | Buy |
77,712
+1,808
| +2% | +$89.8K | 0.05% | 476 |
|
|
2020
Q1 | $3.71M | Buy |
75,904
+2,681
| +4% | +$117K | 0.06% | 405 |
|
|
2019
Q4 | $2.63M | Buy |
73,223
+398
| +0.5% | +$14.8K | 0.03% | 791 |
|
|
2019
Q3 | $2.78M | Sell |
72,825
-3,696
| -5% | -$140K | 0.04% | 715 |
|
|
2019
Q2 | $2.93M | Buy |
76,521
+1,192
| +2% | +$41.2K | 0.04% | 697 |
|
|
2019
Q1 | $2.06M | Buy |
75,329
+387
| +0.5% | +$11.1K | 0.03% | 850 |
|
|
2018
Q4 | $1.91M | Buy |
74,942
+1,258
| +2% | +$35.2K | 0.03% | 814 |
|
|
2018
Q3 | $2.3M | Buy |
73,684
+445
| +0.6% | +$14.4K | 0.03% | 837 |
|
|
2018
Q2 | $2.54M | Buy |
73,239
+3,290
| +5% | +$125K | 0.04% | 766 |
|
|
2018
Q1 | $2.84M | Sell |
69,949
-839
| -1% | -$34.6K | 0.04% | 692 |
|
|
2017
Q4 | $2.97M | Buy |
70,788
+728
| +1% | +$28.6K | 0.05% | 678 |
|
|
2017
Q3 | $2.75M | Buy |
70,060
+2,121
| +3% | +$81.5K | 0.05% | 684 |
|
|
2017
Q2 | $2.59M | Sell |
67,939
-2,025
| -3% | -$76.7K | 0.04% | 701 |
|
|
2017
Q1 | $2.53M | Sell |
69,964
-870
| -1% | -$30.1K | 0.04% | 694 |
|
|
2016
Q4 | $2.12M | Buy |
70,834
+58,076
| +455% | +$1.82M | 0.04% | 746 |
|
|
2016
Q3 | $427K | Buy |
12,758
+538
| +4% | +$17.9K | 0.01% | 1125 |
|
|
2016
Q2 | $360K | Buy |
12,220
+411
| +3% | +$13.3K | 0.01% | 1134 |
|
|
2016
Q1 | $410K | Sell |
11,809
-117
| -1% | -$3.67K | 0.01% | 1119 |
|
|
2015
Q4 | $468K | Sell |
11,926
-337
| -3% | -$14.4K | 0.01% | 1110 |
|
|
2015
Q3 | $510K | Buy |
12,263
+1,660
| +16% | +$76.9K | 0.01% | 1110 |
|
|
2015
Q2 | $546K | Sell |
10,603
-306
| -3% | -$16.5K | 0.01% | 1117 |
|
|
2015
Q1 | $602K | Buy |
10,909
+19
| +0.2% | +$1.07K | 0.01% | 1091 |
|
|
2014
Q4 | $581K | Sell |
10,890
-117
| -1% | -$6.17K | 0.01% | 1095 |
|
|
2014
Q3 | $563K | Buy |
11,007
+170
| +2% | +$8.43K | 0.01% | 1102 |
|
|
2014
Q2 | $556K | Sell |
10,837
-58
| -0.5% | -$2.8K | 0.01% | 1110 |
|
|
2014
Q1 | $534K | Sell |
10,895
-539
| -5% | -$24K | 0.01% | 1107 |
|
|
2013
Q4 | $497K | Buy |
11,434
+97
| +0.9% | +$3.76K | 0.01% | 1105 |
|
|
2013
Q3 | $379K | Sell |
11,337
-172
| -1% | -$5.76K | 0.01% | 1111 |
|
|
2013
Q2 | $357K | Buy |
+11,509
| New | +$376K | 0.01% | 1101 |
|
Mutual of America Capital Management's LM Position: Q3 2020 in Review
Mutual of America Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 77,712 shares — an estimated $3.87M sold.
Mutual of America Capital Management first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $3.87M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Mutual of America Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Mutual of America Capital Management sold 77,712 Legg Mason, Inc. shares in Q3 2020, an estimated $3.87M.
- Mutual of America Capital Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- Mutual of America Capital Management's Legg Mason, Inc. position peaked at $3.87M in Q2 2020.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Mutual of America Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.