RIM
LM

Redwood Investment Management’s Legg Mason, Inc. LM Stock Holding History

Redwood Investment 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
2018
Q4 		– Sell
-159,014
Closed -$4.97M – 137
2018
Q3 		$4.97M Buy
159,014
+19,076
+14% +$617K 1.8% 32
2018
Q2 		$4.86M Buy
139,938
+27,379
+24% +$1.04M 1.87% 30
2018
Q1 		$4.58M Sell
112,559
-3,210
-3% -$132K 1.38% 17
2017
Q4 		$4.86M Buy
+115,769
New +$4.55M 2.1% 28

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Redwood Investment Management's LM Position: Q4 2018 in Review

Redwood Investment Management sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 159,014 shares — an estimated $4.97M sold.

Redwood Investment Management first reported a position in LM in Q4 2017 and held it in 4 quarters. The position peaked at $4.97M in Q3 2018. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • Redwood Investment Management reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
  • Redwood Investment Management sold 159,014 Legg Mason, Inc. shares in Q4 2018, an estimated $4.97M.
  • Redwood Investment Management first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 4 quarters.
  • Redwood Investment Management's Legg Mason, Inc. position peaked at $4.97M in Q3 2018.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Redwood Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.