Neuberger Berman Group’s Legg Mason, Inc. LM Stock Holding History

Neuberger Berman Group’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 Q2	–	Sell	-940,644	Closed	-$46M	–	1644
2020 Q1	$46M	Buy	+940,644	New	+$41M	0.07%	339
2018 Q4	–	Sell	-7,006	Closed	-$219K	–	1694
2018 Q3	$219K	Sell	7,006 -537	-7%	-$17.4K	﹤0.01%	1546
2018 Q2	$262K	Buy	7,543 +256	+4%	+$9.71K	﹤0.01%	1569
2018 Q1	$296K	Hold	7,287	–	–	﹤0.01%	1479
2017 Q4	$306K	Hold	7,287	–	–	﹤0.01%	1537
2017 Q3	$286K	Buy	7,287 +430	+6%	+$16.5K	﹤0.01%	1425
2017 Q2	$262K	Buy	6,857 +47	+0.7%	+$1.78K	﹤0.01%	1450
2017 Q1	$246K	Hold	6,810	–	–	﹤0.01%	1477
2016 Q4	$204K	Sell	6,810 -667	-9%	-$21K	﹤0.01%	1530
2016 Q3	$250K	Hold	7,477	–	–	﹤0.01%	1447
2016 Q2	$220K	Buy	+7,477	New	+$242K	﹤0.01%	1443
2014 Q4	–	Sell	-5,714	Closed	-$292K	–	1714
2014 Q3	$292K	Hold	5,714	–	–	﹤0.01%	1470
2014 Q2	$293K	Buy	+5,714	New	+$276K	﹤0.01%	1510

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Neuberger Berman Group's LM Position: Q2 2020 in Review

Neuberger Berman Group sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 940,644 shares — an estimated $46M sold.

Neuberger Berman Group first reported a position in LM in Q2 2014 and held it in 13 quarters. The position peaked at $46M in Q1 2020. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

Neuberger Berman Group reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
Neuberger Berman Group sold 940,644 Legg Mason, Inc. shares in Q2 2020, an estimated $46M.
Neuberger Berman Group first reported a position in Legg Mason, Inc. in Q2 2014 and held it in 13 quarters.
Neuberger Berman Group's Legg Mason, Inc. position peaked at $46M in Q1 2020.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Neuberger Berman Group's 13F filing for Q2 2020, filed 13 Aug 2020.