PFM
LM

Parsec Financial Management’s Legg Mason, Inc. LM Stock Holding History

Parsec Financial 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
Q3 		– Sell
-10,937
Closed -$544K – 245
2020
Q2 		$544K Sell
10,937
-2,343
-18% -$116K 0.03% 162
2020
Q1 		$649K Sell
13,280
-4,604
-26% -$201K 0.05% 146
2019
Q4 		$642K Sell
17,884
-4,237
-19% -$157K 0.04% 157
2019
Q3 		$845K Sell
22,121
-22,586
-51% -$855K 0.05% 140
2019
Q2 		$1.71M Sell
44,707
-9,736
-18% -$336K 0.11% 121
2019
Q1 		$1.49M Sell
54,443
-2,045
-4% -$58.6K 0.09% 128
2018
Q4 		$1.44M Buy
56,488
+13,330
+31% +$373K 0.1% 126
2018
Q3 		$1.35M Buy
43,158
+12,141
+39% +$393K 0.09% 130
2018
Q2 		$1.08M Buy
31,017
+14,591
+89% +$554K 0.07% 136
2018
Q1 		$668K Buy
+16,426
New +$678K 0.05% 161

Parsec Financial Management's LM Position: Q3 2020 in Review

Parsec Financial Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 10,937 shares — an estimated $544K sold.

Parsec Financial Management first reported a position in LM in Q1 2018 and held it in 10 quarters. The position peaked at $1.71M in Q2 2019. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Parsec Financial Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Parsec Financial Management sold 10,937 Legg Mason, Inc. shares in Q3 2020, an estimated $544K.
  • Parsec Financial Management first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 10 quarters.
  • Parsec Financial Management's Legg Mason, Inc. position peaked at $1.71M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Parsec Financial Management's 13F filing for Q3 2020, filed 6 Nov 2020.