Paloma Partners’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-33,198
| Closed | -$1.65M | – | 2691 |
|
|
2020
Q2 | $1.65M | Buy |
+33,198
| New | +$1.65M | 0.03% | 698 |
|
|
2020
Q1 | – | Sell |
-10,530
| Closed | -$378K | – | 2367 |
|
|
2019
Q4 | $378K | Sell |
10,530
-30,130
| -74% | -$1.12M | 0.01% | 1592 |
|
|
2019
Q3 | $1.55M | Buy |
40,660
+34,560
| +567% | +$1.31M | 0.03% | 543 |
|
|
2019
Q2 | $234K | Buy |
+6,100
| New | +$211K | ﹤0.01% | 1444 |
|
|
2018
Q3 | – | Sell |
-7,450
| Closed | -$258K | – | 2099 |
|
|
2018
Q2 | $258K | Buy |
7,450
+2,235
| +43% | +$84.8K | ﹤0.01% | 1356 |
|
|
2018
Q1 | $212K | Sell |
5,215
-28,025
| -84% | -$1.16M | ﹤0.01% | 1779 |
|
|
2017
Q4 | $1.4M | Buy |
33,240
+10,587
| +47% | +$416K | 0.02% | 862 |
|
|
2017
Q3 | $891K | Sell |
22,653
-30,306
| -57% | -$1.16M | 0.01% | 1219 |
|
|
2017
Q2 | $2.02M | Buy |
52,959
+32,533
| +159% | +$1.23M | 0.02% | 751 |
|
|
2017
Q1 | $737K | Sell |
20,426
-40,657
| -67% | -$1.41M | 0.01% | 1420 |
|
|
2016
Q4 | $1.83M | Buy |
61,083
+15,730
| +35% | +$494K | 0.02% | 741 |
|
|
2016
Q3 | $1.52M | Sell |
45,353
-58,474
| -56% | -$1.95M | 0.02% | 696 |
|
|
2016
Q2 | $3.06M | Buy |
103,827
+58,683
| +130% | +$1.9M | 0.03% | 459 |
|
|
2016
Q1 | $1.57M | Sell |
45,144
-13,985
| -24% | -$439K | 0.03% | 606 |
|
|
2015
Q4 | $2.32M | Buy |
59,129
+38,081
| +181% | +$1.63M | 0.06% | 314 |
|
|
2015
Q3 | $876K | Sell |
21,048
-5,109
| -20% | -$237K | 0.02% | 721 |
|
|
2015
Q2 | $1.35M | Buy |
26,157
+2,353
| +10% | +$127K | 0.03% | 612 |
|
|
2015
Q1 | $1.31M | Buy |
23,804
+4,894
| +26% | +$275K | 0.04% | 410 |
|
|
2014
Q4 | $1.01M | Buy |
18,910
+13,910
| +278% | +$734K | 0.04% | 432 |
|
|
2014
Q3 | $255K | Sell |
5,000
-10,481
| -68% | -$520K | 0.01% | 771 |
|
|
2014
Q2 | $794K | Buy |
+15,481
| New | +$746K | 0.03% | 399 |
|
|
2014
Q1 | – | Sell |
-18,398
| Closed | -$799K | – | 1095 |
|
|
2013
Q4 | $799K | Sell |
18,398
-51,342
| -74% | -$1.99M | 0.04% | 454 |
|
|
2013
Q3 | $2.33M | Sell |
69,740
-14,860
| -18% | -$498K | 0.09% | 175 |
|
|
2013
Q2 | $2.62M | Buy |
+84,600
| New | +$2.77M | 0.15% | 134 |
|
Paloma Partners's LM Position: Q3 2020 in Review
Paloma Partners sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 33,198 shares — an estimated $1.65M sold.
Paloma Partners first reported a position in LM in Q2 2013 and held it in 24 quarters. The position peaked at $3.06M in Q2 2016. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Paloma Partners reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Paloma Partners sold 33,198 Legg Mason, Inc. shares in Q3 2020, an estimated $1.65M.
- Paloma Partners first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 24 quarters.
- Paloma Partners's Legg Mason, Inc. position peaked at $3.06M in Q2 2016.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.