PA
LM

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

Profund 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
Q1 		– Sell
-5,693
Closed -$204K – 1242
2019
Q4 		$204K Sell
5,693
-703
-11% -$26.1K 0.01% 1170
2019
Q3 		$244K Sell
6,396
-680
-10% -$25.7K 0.01% 1066
2019
Q2 		$271K Sell
7,076
-463
-6% -$16K 0.01% 978
2019
Q1 		$206K Buy
+7,539
New +$216K 0.01% 1122
2018
Q4 		– Sell
-8,188
Closed -$256K – 1515
2018
Q3 		$256K Sell
8,188
-566
-6% -$18.3K 0.01% 1305
2018
Q2 		$304K Sell
8,754
-345
-4% -$13.1K 0.01% 1160
2018
Q1 		$370K Sell
9,099
-870
-9% -$35.9K 0.01% 989
2017
Q4 		$418K Buy
9,969
+677
+7% +$26.6K 0.02% 917
2017
Q3 		$365K Buy
9,292
+114
+1% +$4.38K 0.02% 969
2017
Q2 		$350K Sell
9,178
-6,137
-40% -$232K 0.02% 995
2017
Q1 		$553K Sell
15,315
-2,656
-15% -$92K 0.02% 776
2016
Q4 		$538K Buy
+17,971
New +$565K 0.02% 843

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

Profund Advisors's LM Position: Q1 2020 in Review

Profund Advisors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 5,693 shares — an estimated $204K sold.

Profund Advisors first reported a position in LM in Q4 2016 and held it in 12 quarters. The position peaked at $553K in Q1 2017. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Profund Advisors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Profund Advisors sold 5,693 Legg Mason, Inc. shares in Q1 2020, an estimated $204K.
  • Profund Advisors first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 12 quarters.
  • Profund Advisors's Legg Mason, Inc. position peaked at $553K in Q1 2017.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Profund Advisors's 13F filing for Q1 2020, filed 15 May 2020.