NICM
LM

Neo Ivy Capital Management’s Legg Mason, Inc. LM Stock Holding History

Neo Ivy Capital 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
-8,905
Closed -$320K – 581
2019
Q4 		$320K Sell
8,905
-8,500
-49% -$316K 0.37% 135
2019
Q3 		$640K Buy
+17,405
New +$659K 0.42% 119
2019
Q2 		– Sell
-52,507
Closed -$1.44M – 449
2019
Q1 		$1.44M Buy
+52,507
New +$1.51M 0.82% 27

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Neo Ivy Capital Management's LM Position: Q1 2020 in Review

Neo Ivy Capital Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 8,905 shares — an estimated $320K sold.

Neo Ivy Capital Management first reported a position in LM in Q1 2019 and held it in 3 quarters. The position peaked at $1.44M in Q1 2019. 319 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Neo Ivy Capital Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Neo Ivy Capital Management sold 8,905 Legg Mason, Inc. shares in Q1 2020, an estimated $320K.
  • Neo Ivy Capital Management first reported a position in Legg Mason, Inc. in Q1 2019 and held it in 3 quarters.
  • Neo Ivy Capital Management's Legg Mason, Inc. position peaked at $1.44M in Q1 2019.
  • 319 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Neo Ivy Capital Management's 13F filing for Q1 2020, filed 15 May 2020.