PP
LM

PDT Partners’s Legg Mason, Inc. LM Stock Holding History

PDT Partners’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
-14,200
Closed -$510K – 921
2019
Q4 		$510K Buy
+14,200
New +$527K 0.03% 413
2015
Q3 		– Sell
-118,261
Closed -$6.09M – 1696
2015
Q2 		$6.09M Buy
118,261
+79,085
+202% +$4.26M 0.16% 156
2015
Q1 		$2.16M Buy
39,176
+19,976
+104% +$1.12M 0.05% 437
2014
Q4 		$1.02M Sell
19,200
-115,927
-86% -$6.12M 0.1% 256
2014
Q3 		$6.91M Buy
135,127
+123,727
+1,085% +$6.14M 0.18% 146
2014
Q2 		$585K Buy
+11,400
New +$550K 0.02% 913
2013
Q4 		– Sell
-34,838
Closed -$1.17M – 1300
2013
Q3 		$1.17M Sell
34,838
-160,578
-82% -$5.38M 0.03% 702
2013
Q2 		$6.06M Buy
+195,416
New +$6.39M 0.15% 161

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

PDT Partners's LM Position: Q1 2020 in Review

PDT Partners sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 14,200 shares — an estimated $510K sold.

PDT Partners first reported a position in LM in Q2 2013 and held it in 8 quarters. The position peaked at $6.91M in Q3 2014. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • PDT Partners reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • PDT Partners sold 14,200 Legg Mason, Inc. shares in Q1 2020, an estimated $510K.
  • PDT Partners first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 8 quarters.
  • PDT Partners's Legg Mason, Inc. position peaked at $6.91M in Q3 2014.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on PDT Partners's 13F filing for Q1 2020, filed 15 May 2020.