Principal Financial Group’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-256,733
| Closed | -$12.8M | – | 2386 |
|
|
2020
Q2 | $12.8M | Sell |
256,733
-60,551
| -19% | -$3.01M | 0.01% | 908 |
|
|
2020
Q1 | $15.5M | Sell |
317,284
-104,178
| -25% | -$4.55M | 0.02% | 662 |
|
|
2019
Q4 | $15.1M | Sell |
421,462
-33,686
| -7% | -$1.25M | 0.01% | 1012 |
|
|
2019
Q3 | $17.4M | Sell |
455,148
-99,153
| -18% | -$3.75M | 0.02% | 865 |
|
|
2019
Q2 | $21.2M | Buy |
554,301
+87,322
| +19% | +$3.02M | 0.02% | 724 |
|
|
2019
Q1 | $12.8M | Sell |
466,979
-1,208
| -0.3% | -$34.6K | 0.01% | 1089 |
|
|
2018
Q4 | $11.9M | Buy |
468,187
+25,607
| +6% | +$717K | 0.01% | 1068 |
|
|
2018
Q3 | $13.8M | Buy |
442,580
+4,767
| +1% | +$154K | 0.01% | 1116 |
|
|
2018
Q2 | $15.2M | Buy |
437,813
+58,571
| +15% | +$2.22M | 0.01% | 1018 |
|
|
2018
Q1 | $15.4M | Buy |
379,242
+11,867
| +3% | +$490K | 0.01% | 975 |
|
|
2017
Q4 | $15.4M | Sell |
367,375
-6,280
| -2% | -$247K | 0.01% | 994 |
|
|
2017
Q3 | $14.7M | Buy |
373,655
+8,920
| +2% | +$343K | 0.01% | 999 |
|
|
2017
Q2 | $13.9M | Buy |
364,735
+6,905
| +2% | +$261K | 0.01% | 1012 |
|
|
2017
Q1 | $12.9M | Sell |
357,830
-2,215
| -0.6% | -$76.7K | 0.02% | 1036 |
|
|
2016
Q4 | $10.8M | Buy |
360,045
+217,427
| +152% | +$6.83M | 0.01% | 1123 |
|
|
2016
Q3 | $4.77M | Buy |
142,618
+1,681
| +1% | +$56K | 0.01% | 1485 |
|
|
2016
Q2 | $4.16M | Sell |
140,937
-19,973
| -12% | -$647K | 0.01% | 1490 |
|
|
2016
Q1 | $5.58M | Buy |
160,910
+3,118
| +2% | +$97.8K | 0.01% | 1341 |
|
|
2015
Q4 | $6.19M | Buy |
157,792
+4,727
| +3% | +$202K | 0.01% | 1251 |
|
|
2015
Q3 | $6.37M | Buy |
153,065
+3,836
| +3% | +$178K | 0.01% | 1212 |
|
|
2015
Q2 | $7.69M | Buy |
149,229
+23,147
| +18% | +$1.25M | 0.01% | 1182 |
|
|
2015
Q1 | $6.96M | Sell |
126,082
-18,395
| -13% | -$1.03M | 0.01% | 1212 |
|
|
2014
Q4 | $7.71M | Buy |
144,477
+16,651
| +13% | +$878K | 0.01% | 1136 |
|
|
2014
Q3 | $6.54M | Sell |
127,826
-14,096
| -10% | -$699K | 0.01% | 1190 |
|
|
2014
Q2 | $7.28M | Buy |
141,922
+16,719
| +13% | +$806K | 0.01% | 1151 |
|
|
2014
Q1 | $6.14M | Buy |
125,203
+1,118
| +0.9% | +$49.8K | 0.01% | 1233 |
|
|
2013
Q4 | $5.39M | Sell |
124,085
-1,676
| -1% | -$65K | 0.01% | 1310 |
|
|
2013
Q3 | $4.21M | Buy |
125,761
+667
| +0.5% | +$22.3K | 0.01% | 1376 |
|
|
2013
Q2 | $3.88M | Buy |
+125,094
| New | +$4.09M | 0.01% | 1358 |
|
Principal Financial Group's LM Position: Q3 2020 in Review
Principal Financial Group sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 256,733 shares — an estimated $12.8M sold.
Principal Financial Group first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $21.2M in Q2 2019. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Principal Financial Group reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Principal Financial Group sold 256,733 Legg Mason, Inc. shares in Q3 2020, an estimated $12.8M.
- Principal Financial Group first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- Principal Financial Group's Legg Mason, Inc. position peaked at $21.2M in Q2 2019.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Principal Financial Group's 13F filing for Q3 2020, filed 6 Nov 2020.