OAM
LM

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

Oppenheimer 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
-11,854
Closed -$426K – 1696
2019
Q4 		$426K Sell
11,854
-271
-2% -$10.1K 0.01% 866
2019
Q3 		$463K Sell
12,125
-255
-2% -$9.65K 0.01% 821
2019
Q2 		$474K Buy
12,380
+2,574
+26% +$89K 0.01% 827
2019
Q1 		$268K Sell
9,806
-2,124
-18% -$60.9K 0.01% 957
2018
Q4 		$304K Sell
11,930
-1,279
-10% -$35.8K 0.01% 891
2018
Q3 		$413K Buy
13,209
+6,954
+111% +$225K 0.01% 875
2018
Q2 		$217K Sell
6,255
-190
-3% -$7.21K 0.01% 1054
2018
Q1 		$262K Buy
+6,445
New +$266K 0.01% 975

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

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

Oppenheimer Asset Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 11,854 shares — an estimated $426K sold.

Oppenheimer Asset Management first reported a position in LM in Q1 2018 and held it in 8 quarters. The position peaked at $474K in Q2 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Oppenheimer Asset Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Oppenheimer Asset Management sold 11,854 Legg Mason, Inc. shares in Q1 2020, an estimated $426K.
  • Oppenheimer Asset Management first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 8 quarters.
  • Oppenheimer Asset Management's Legg Mason, Inc. position peaked at $474K in Q2 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Oppenheimer Asset Management's 13F filing for Q1 2020, filed 8 May 2020.