QT
LM

Quantbot Technologies’s Legg Mason, Inc. LM Stock Holding History

Quantbot Technologies’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
-8,417
Closed -$302K – 1602
2019
Q4 		$302K Buy
+8,417
New +$312K 0.03% 540
2019
Q1 		– Sell
-8,100
Closed -$206K – 1393
2018
Q4 		$206K Buy
8,100
+3,895
+93% +$109K 0.02% 636
2018
Q3 		$131K Buy
+4,205
New +$136K 0.01% 819
2017
Q4 		– Sell
-4,052
Closed -$159K – 1601
2017
Q3 		$159K Sell
4,052
-8,189
-67% -$315K 0.02% 748
2017
Q2 		$467K Buy
12,241
+449
+4% +$17K 0.04% 455
2017
Q1 		$425K Buy
+11,792
New +$409K 0.04% 450
2016
Q2 		– Sell
-2,497
Closed -$86K – 1480
2016
Q1 		$86K Buy
+2,497
New +$78.3K 0.01% 762
2015
Q3 		– Sell
-10,980
Closed -$565K – 1520
2015
Q2 		$565K Buy
10,980
+1,945
+22% +$105K 0.1% 204
2015
Q1 		$498K Buy
9,035
+5,616
+164% +$315K 0.12% 206
2014
Q4 		$182K Sell
3,419
-662
-16% -$34.9K 0.06% 445
2014
Q3 		$208K Buy
+4,081
New +$202K 0.03% 678
2014
Q1 		– Sell
-12,793
Closed -$556K – 1422
2013
Q4 		$556K Buy
12,793
+125
+1% +$4.85K 0.27% 93
2013
Q3 		$423K Buy
12,668
+8,261
+187% +$277K 0.26% 102
2013
Q2 		$136K Buy
+4,407
New +$144K 0.07% 288

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

Quantbot Technologies's LM Position: Q1 2020 in Review

Quantbot Technologies sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 8,417 shares — an estimated $302K sold.

Quantbot Technologies first reported a position in LM in Q2 2013 and held it in 14 quarters. The position peaked at $565K in Q2 2015. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Quantbot Technologies reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Quantbot Technologies sold 8,417 Legg Mason, Inc. shares in Q1 2020, an estimated $302K.
  • Quantbot Technologies first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 14 quarters.
  • Quantbot Technologies's Legg Mason, Inc. position peaked at $565K in Q2 2015.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Quantbot Technologies's 13F filing for Q1 2020, filed 13 May 2020.