Ray Dalio
LM

Ray Dalio’s Legg Mason, Inc. LM Stock Holding History

Ray Dalio’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
-17,918
Closed -$643K – 645
2019
Q4 		$643K Buy
+17,918
New +$665K 0.01% 384
2019
Q1 		– Sell
-13,847
Closed -$353K – 544
2018
Q4 		$353K Buy
+13,847
New +$388K ﹤0.01% 446
2016
Q3 		– Sell
-14,400
Closed -$425K – 424
2016
Q2 		$425K Buy
+14,400
New +$467K 0.01% 296
2015
Q3 		– Sell
-12,529
Closed -$646K – 505
2015
Q2 		$646K Buy
+12,529
New +$675K 0.01% 251
2014
Q3 		– Sell
-4,333
Closed -$222K – 435
2014
Q2 		$222K Buy
4,333
+100
+2% +$4.82K ﹤0.01% 290
2014
Q1 		$208K Sell
4,233
-16,000
-79% -$713K ﹤0.01% 330
2013
Q4 		$880K Buy
20,233
+500
+3% +$19.4K 0.01% 239
2013
Q3 		$660K Buy
+19,733
New +$661K 0.01% 252

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
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 $55.1B AUM 45.38% 1-Year Est. Return

Ray Dalio's LM Position: Q1 2020 in Review

Ray Dalio sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 17,918 shares — an estimated $643K sold.

Ray Dalio first reported a position in LM in Q3 2013 and held it in 8 quarters. The position peaked at $880K in Q4 2013. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Ray Dalio reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Ray Dalio sold 17,918 Legg Mason, Inc. shares in Q1 2020, an estimated $643K.
  • Ray Dalio first reported a position in Legg Mason, Inc. in Q3 2013 and held it in 8 quarters.
  • Ray Dalio's Legg Mason, Inc. position peaked at $880K in Q4 2013.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Bridgewater Associates's 13F filing for Q1 2020, filed 14 May 2020.