PIA
LM

Piedmont Investment Advisors’s Legg Mason, Inc. LM Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-6,164
Closed -$301K – 790
2020
Q1 		$301K Hold
6,164
– – 0.01% 604
2019
Q4 		$221K Sell
6,164
-1,115
-15% -$41.4K 0.01% 866
2019
Q3 		$278K Sell
7,279
-1,099
-13% -$41.6K 0.01% 763
2019
Q2 		$321K Buy
+8,378
New +$290K 0.01% 743
2018
Q3 		– Sell
-33
Closed -$1K – 2725
2018
Q2 		$1K Buy
+33
New +$1.25K ﹤0.01% 2856
2017
Q1 		– Sell
-5
Closed -$149 – 676
2016
Q4 		$149 Hold
5
– – ﹤0.01% 674
2016
Q3 		$167 Hold
5
– – ﹤0.01% 617
2016
Q2 		$147 Buy
+5
New +$162 ﹤0.01% 593

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Piedmont Investment Advisors's LM Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 6,164 shares — an estimated $301K sold.

Piedmont Investment Advisors first reported a position in LM in Q2 2016 and held it in 8 quarters. The position peaked at $321K in Q2 2019. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 6,164 Legg Mason, Inc. shares in Q2 2020, an estimated $301K.
  • Piedmont Investment Advisors first reported a position in Legg Mason, Inc. in Q2 2016 and held it in 8 quarters.
  • Piedmont Investment Advisors's Legg Mason, Inc. position peaked at $321K in Q2 2019.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.