Pearl River Capital’s Legg Mason, Inc. LM Stock Holding History

Pearl River Capital’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	-5,925	Closed	-$213K	–	785
2019 Q4	$213K	Buy	5,925 +4,638	+360%	+$172K	0.08%	465
2019 Q3	$49K	Buy	+1,287	New	+$48.7K	0.14%	201

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pearl River Capital's LM Position: Q1 2020 in Review

Pearl River Capital sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 5,925 shares — an estimated $213K sold.

Pearl River Capital first reported a position in LM in Q3 2019 and held it in 2 quarters. The position peaked at $213K in Q4 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Pearl River Capital reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Pearl River Capital sold 5,925 Legg Mason, Inc. shares in Q1 2020, an estimated $213K.
Pearl River Capital first reported a position in Legg Mason, Inc. in Q3 2019 and held it in 2 quarters.
Pearl River Capital's Legg Mason, Inc. position peaked at $213K in Q4 2019.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Pearl River Capital's 13F filing for Q1 2020, filed 6 May 2020.