Salzhauer Michael’s Legg Mason, Inc. LM Stock Holding History

Salzhauer Michael’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	-8,169	Closed	-$255K	–	167
2018 Q3	$255K	Hold	8,169	–	–	0.1%	133
2018 Q2	$284K	Hold	8,169	–	–	0.1%	129
2018 Q1	$332K	Hold	8,169	–	–	0.12%	111
2017 Q4	$343K	Hold	8,169	–	–	0.13%	110
2017 Q3	$321K	Hold	8,169	–	–	0.14%	107
2017 Q2	$312K	Hold	8,169	–	–	0.14%	108
2017 Q1	$295K	Hold	8,169	–	–	0.14%	110
2016 Q4	$244K	Hold	8,169	–	–	0.12%	121
2016 Q3	$273K	Sell	8,169 -8	-0.1%	-$266	0.2%	96
2016 Q2	$241K	Hold	8,177	–	–	0.19%	95
2016 Q1	$284K	Hold	8,177	–	–	0.24%	87
2015 Q4	$321K	Sell	8,177 -23	-0.3%	-$985	0.24%	91
2015 Q3	$341K	Hold	8,200	–	–	0.28%	77
2015 Q2	$423K	Hold	8,200	–	–	0.32%	80
2015 Q1	$453K	Hold	8,200	–	–	0.41%	60
2014 Q4	$438K	Hold	8,200	–	–	0.37%	65
2014 Q3	$419K	Hold	8,200	–	–	0.38%	59
2014 Q2	$421K	Hold	8,200	–	–	0.39%	57
2014 Q1	$402K	Hold	8,200	–	–	0.38%	60
2013 Q4	$357K	Buy	+8,200	New	+$318K	0.35%	66

Other funds holding LM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Salzhauer Michael's LM Position: Q4 2018 in Review

Salzhauer Michael sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 8,169 shares — an estimated $255K sold.

Salzhauer Michael first reported a position in LM in Q4 2013 and held it in 20 quarters. The position peaked at $453K in Q1 2015. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

Salzhauer Michael reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
Salzhauer Michael sold 8,169 Legg Mason, Inc. shares in Q4 2018, an estimated $255K.
Salzhauer Michael first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 20 quarters.
Salzhauer Michael's Legg Mason, Inc. position peaked at $453K in Q1 2015.
316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Salzhauer Michael's 13F filing for Q4 2018, filed 13 Feb 2019.