Robeco Institutional Asset Management
LM

Robeco Institutional Asset Management’s Legg Mason, Inc. LM Stock Holding History

Robeco Institutional Asset 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
2020
Q2 		– Sell
-123,450
Closed -$6.03M – 1047
2020
Q1 		$6.03M Sell
123,450
-659,480
-84% -$28.8M 0.02% 512
2019
Q4 		$28.1M Sell
782,930
-194,098
-20% -$7.21M 0.09% 278
2019
Q3 		$37.3M Sell
977,028
-61,753
-6% -$2.34M 0.13% 210
2019
Q2 		$39.8M Sell
1,038,781
-98,913
-9% -$3.42M 0.14% 204
2019
Q1 		$31.1M Buy
1,137,694
+179,268
+19% +$5.14M 0.11% 246
2018
Q4 		$24.5M Buy
958,426
+546,332
+133% +$15.3M 0.11% 239
2018
Q3 		$12.9M Buy
412,094
+156,891
+61% +$5.07M 0.05% 385
2018
Q2 		$8.88M Buy
255,203
+32,208
+14% +$1.22M 0.04% 426
2018
Q1 		$9.07M Buy
222,995
+54,365
+32% +$2.24M 0.04% 421
2017
Q4 		$7.09M Buy
168,630
+42,552
+34% +$1.67M 0.04% 438
2017
Q3 		$4.96M Buy
126,078
+112,206
+809% +$4.31M 0.03% 437
2017
Q2 		$529K Buy
+13,872
New +$525K ﹤0.01% 737
2016
Q2 		– Sell
-368
Closed -$13K – 805
2016
Q1 		$13K Sell
368
-4,655
-93% -$146K ﹤0.01% 782
2015
Q4 		$197K Hold
5,023
– – ﹤0.01% 762
2015
Q3 		$209K Sell
5,023
-62,631
-93% -$2.9M ﹤0.01% 733
2015
Q2 		$3.49M Buy
67,654
+64,102
+1,805% +$3.45M 0.03% 401
2015
Q1 		$196K Sell
3,552
-48,619
-93% -$2.73M ﹤0.01% 735
2014
Q4 		$2.79M Buy
52,171
+11,515
+28% +$608K 0.02% 418
2014
Q3 		$2.08M Buy
40,656
+1,228
+3% +$60.9K 0.01% 443
2014
Q2 		$2.02M Sell
39,428
-1,735
-4% -$83.7K 0.01% 439
2014
Q1 		$2.02M Sell
41,163
-2,559
-6% -$114K 0.02% 403
2013
Q4 		$1.9M Hold
43,722
– – 0.02% 371
2013
Q3 		$1.46M Sell
43,722
-3,678
-8% -$123K 0.01% 412
2013
Q2 		$1.47M Buy
+47,400
New +$1.55M 0.01% 400

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Robeco Institutional Asset Management's LM Position: Q2 2020 in Review

Robeco Institutional Asset Management sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 123,450 shares — an estimated $6.03M sold.

Robeco Institutional Asset Management first reported a position in LM in Q2 2013 and held it in 24 quarters. The position peaked at $39.8M in Q2 2019. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

  • Robeco Institutional Asset Management reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 123,450 Legg Mason, Inc. shares in Q2 2020, an estimated $6.03M.
  • Robeco Institutional Asset Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 24 quarters.
  • Robeco Institutional Asset Management's Legg Mason, Inc. position peaked at $39.8M in Q2 2019.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2020, filed 20 Jul 2020.