RGI
LM

River Global Investors’s Legg Mason, Inc. LM Stock Holding History

River Global Investors’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
-129,921
Closed -$4.67M – 144
2019
Q4 		$4.67M Hold
129,921
– – 0.26% 99
2019
Q3 		$4.96M Sell
129,921
-1,398
-1% -$52.9K 0.35% 97
2019
Q2 		$5.03M Sell
131,319
-112,931
-46% -$3.9M 0.35% 96
2019
Q1 		$6.69M Buy
244,250
+20,000
+9% +$573K 0.47% 74
2018
Q4 		$5.72M Buy
224,250
+108,098
+93% +$3.03M 0.5% 68
2018
Q3 		$3.63M Buy
116,152
+12,951
+13% +$419K 0.33% 90
2018
Q2 		$3.58M Buy
103,201
+5,321
+5% +$202K 0.37% 90
2018
Q1 		$3.98M Sell
97,880
-4,400
-4% -$182K 0.46% 78
2017
Q4 		$4.29M Buy
102,280
+22,630
+28% +$889K 0.48% 71
2017
Q3 		$3.13M Hold
79,650
– – 0.46% 74
2017
Q2 		$3.04M Sell
79,650
-3,750
-4% -$142K 0.56% 57
2017
Q1 		$3.01M Sell
83,400
-33,800
-29% -$1.17M 0.67% 58
2016
Q4 		$3.51M Buy
117,200
+22,400
+24% +$704K 0.99% 36
2016
Q3 		$3.17M Buy
94,800
+4,939
+5% +$165K 1.01% 42
2016
Q2 		$2.65M Buy
89,861
+36,000
+67% +$1.17M 1.14% 38
2016
Q1 		$1.87M Sell
53,861
-14,100
-21% -$442K 1.2% 30
2015
Q4 		$2.67M Buy
+67,961
New +$2.91M 1.81% 15
2015
Q2 		$1.5M Sell
29,095
-550
-2% -$29.6K 1.91% 12
2015
Q1 		$1.64M Buy
29,645
+7,545
+34% +$423K 0.62% 27
2014
Q4 		$1.18M Sell
22,100
-900
-4% -$47.5K 0.29% 43
2014
Q3 		$1.18M Hold
23,000
– – 0.23% 43
2014
Q2 		$1.18M Hold
23,000
– – 0.31% 54
2014
Q1 		$1.13M Buy
23,000
+6,500
+39% +$289K 0.26% 45
2013
Q4 		$717K Buy
16,500
+2,500
+18% +$97K 0.18% 58
2013
Q3 		$468K Sell
14,000
-4,500
-24% -$151K 0.11% 67
2013
Q2 		$573K Buy
+18,500
New +$605K 0.09% 53

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

River Global Investors's LM Position: Q1 2020 in Review

River Global Investors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 129,921 shares — an estimated $4.67M sold.

River Global Investors first reported a position in LM in Q2 2013 and held it in 26 quarters. The position peaked at $6.69M in Q1 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • River Global Investors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • River Global Investors sold 129,921 Legg Mason, Inc. shares in Q1 2020, an estimated $4.67M.
  • River Global Investors first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 26 quarters.
  • River Global Investors's Legg Mason, Inc. position peaked at $6.69M in Q1 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on River Global Investors's 13F filing for Q1 2020, filed 14 May 2020.