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

Sadoff 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
2016 Q1	–	Sell	-643,148	Closed	-$25.2M	–	80
2015 Q4	$25.2M	Buy	643,148 +7,569	+1%	+$324K	2.9%	14
2015 Q3	$26.4M	Buy	635,579 +13,855	+2%	+$642K	3.45%	12
2015 Q2	$32M	Buy	621,724 +1,036	+0.2%	+$55.8K	3.48%	9
2015 Q1	$34.3M	Buy	620,688 +4,176	+0.7%	+$234K	3.84%	7
2014 Q4	$32.9M	Buy	616,512 +5,750	+0.9%	+$303K	3.83%	8
2014 Q3	$31.2M	Buy	610,762 +3,875	+0.6%	+$192K	4.02%	6
2014 Q2	$31.1M	Sell	606,887 -150	-0%	-$7.23K	4.05%	5
2014 Q1	$29.8M	Buy	607,037 +4,700	+0.8%	+$209K	3.95%	7
2013 Q4	$26.2M	Buy	602,337 +20,912	+4%	+$811K	3.63%	11
2013 Q3	$19.4M	Buy	581,425 +4,200	+0.7%	+$141K	3.18%	14
2013 Q2	$17.9M	Buy	+577,225	New	+$18.9M	3.26%	17

Other funds holding LM

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Sadoff Investment Management's LM Position: Q1 2016 in Review

Sadoff Investment Management sold out of Legg Mason, Inc. (LM) in Q1 2016, closing a stake of 643,148 shares — an estimated $25.2M sold.

Sadoff Investment Management first reported a position in LM in Q2 2013 and held it in 11 quarters. The position peaked at $34.3M in Q1 2015. 356 funds tracked by Wall St. Rank hold LM as of Q1 2016.

Sadoff Investment Management reported no remaining Legg Mason, Inc. position as of Q1 2016 after selling out during the quarter.
Sadoff Investment Management sold 643,148 Legg Mason, Inc. shares in Q1 2016, an estimated $25.2M.
Sadoff Investment Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 11 quarters.
Sadoff Investment Management's Legg Mason, Inc. position peaked at $34.3M in Q1 2015.
356 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2016.

Based on Sadoff Investment Management's 13F filing for Q1 2016, filed 22 Apr 2016.