OAM
LM

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

Oberweis 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
2018
Q4 		– Sell
-9,137
Closed -$285K – 230
2018
Q3 		$285K Buy
9,137
+1,100
+14% +$35.6K 0.06% 191
2018
Q2 		$279K Sell
8,037
-7,773
-49% -$295K 0.07% 200
2018
Q1 		$643K Sell
15,810
-170
-1% -$7.02K 0.17% 140
2017
Q4 		$671K Buy
+15,980
New +$628K 0.16% 130

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oberweis Asset Management's LM Position: Q4 2018 in Review

Oberweis Asset Management sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 9,137 shares — an estimated $285K sold.

Oberweis Asset Management first reported a position in LM in Q4 2017 and held it in 4 quarters. The position peaked at $671K in Q4 2017. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • Oberweis Asset Management reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
  • Oberweis Asset Management sold 9,137 Legg Mason, Inc. shares in Q4 2018, an estimated $285K.
  • Oberweis Asset Management first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 4 quarters.
  • Oberweis Asset Management's Legg Mason, Inc. position peaked at $671K in Q4 2017.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Oberweis Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.