Poehling Capital Management’s Legg Mason, Inc. LM Stock Holding History

Poehling Capital 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 Q1	–	Sell	-42,565	Closed	-$1.53M	–	125
2019 Q4	$1.53M	Sell	42,565 -640	-1%	-$23.8K	1%	34
2019 Q3	$1.65M	Sell	43,205 -2,085	-5%	-$78.9K	1.21%	29
2019 Q2	$1.73M	Buy	45,290 +1,260	+3%	+$43.5K	1.16%	30
2019 Q1	$1.21M	Buy	44,030 +925	+2%	+$26.5K	0.88%	43
2018 Q4	$1.1M	Sell	43,105 -3,705	-8%	-$104K	1.06%	29
2018 Q3	$1.46M	Buy	46,810 +7,040	+18%	+$228K	1.04%	33
2018 Q2	$1.38M	Sell	39,770 -7,490	-16%	-$284K	1.21%	29
2018 Q1	$1.92M	Sell	47,260 -350	-0.7%	-$14.4K	1.55%	24
2017 Q4	$2M	Buy	+47,610	New	+$1.87M	1.7%	16

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

Poehling Capital Management's LM Position: Q1 2020 in Review

Poehling Capital Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 42,565 shares — an estimated $1.53M sold.

Poehling Capital Management first reported a position in LM in Q4 2017 and held it in 9 quarters. The position peaked at $2M in Q4 2017. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Poehling Capital Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Poehling Capital Management sold 42,565 Legg Mason, Inc. shares in Q1 2020, an estimated $1.53M.
Poehling Capital Management first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 9 quarters.
Poehling Capital Management's Legg Mason, Inc. position peaked at $2M in Q4 2017.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

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