Rockefeller Capital Management’s Legg Mason, Inc. LM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,727
Closed -$185K 2918
2020
Q2
$185K Buy
3,727
+27
+0.7% +$1.34K ﹤0.01% 975
2020
Q1
$181K Buy
3,700
+356
+11% +$15.5K ﹤0.01% 841
2019
Q4
$120K Buy
3,344
+54
+2% +$2K ﹤0.01% 917
2019
Q3
$126K Buy
+3,290
New +$124K ﹤0.01% 729
2019
Q2
Sell
-739
Closed -$20K 2098
2019
Q1
$20K Buy
+739
New +$21.2K ﹤0.01% 1245

Rockefeller Capital Management's LM Position: Q3 2020 in Review

Rockefeller Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 3,727 shares — an estimated $185K sold.

Rockefeller Capital Management first reported a position in LM in Q1 2019 and held it in 5 quarters. The position peaked at $185K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Rockefeller Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,727 Legg Mason, Inc. shares in Q3 2020, an estimated $185K.
  • Rockefeller Capital Management first reported a position in Legg Mason, Inc. in Q1 2019 and held it in 5 quarters.
  • Rockefeller Capital Management's Legg Mason, Inc. position peaked at $185K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Rockefeller Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.