NAM
LM

NorthCoast Asset Management’s Legg Mason, Inc. LM Stock Holding History

NorthCoast Asset 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
-11,599
Closed -$417K – 358
2019
Q4 		$417K Buy
+11,599
New +$431K 0.03% 214

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NorthCoast Asset Management's LM Position: Q1 2020 in Review

NorthCoast Asset Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 11,599 shares — an estimated $417K sold.

NorthCoast Asset Management first reported a position in LM in Q4 2019 and held it in 1 quarter. The position peaked at $417K in Q4 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • NorthCoast Asset Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • NorthCoast Asset Management sold 11,599 Legg Mason, Inc. shares in Q1 2020, an estimated $417K.
  • NorthCoast Asset Management first reported a position in Legg Mason, Inc. in Q4 2019 and held it in 1 quarter.
  • NorthCoast Asset Management's Legg Mason, Inc. position peaked at $417K in Q4 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on NorthCoast Asset Management's 13F filing for Q1 2020, filed 13 May 2020.