Sargent Bickham Lagudis’s Legg Mason, Inc. LM Stock Holding History

Sargent Bickham Lagudis’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
2019 Q1	–	Sell	-1,000	Closed	-$26K	–	855
2018 Q4	$26K	Hold	1,000	–	–	﹤0.01%	456
2018 Q3	$31K	Hold	1,000	–	–	﹤0.01%	438
2018 Q2	$35K	Hold	1,000	–	–	﹤0.01%	411
2018 Q1	$41K	Hold	1,000	–	–	0.01%	391
2017 Q4	$42K	Hold	1,000	–	–	0.01%	400
2017 Q3	$39K	Hold	1,000	–	–	﹤0.01%	408
2017 Q2	$38K	Hold	1,000	–	–	﹤0.01%	401
2017 Q1	$36K	Hold	1,000	–	–	﹤0.01%	409
2016 Q4	$30K	Hold	1,000	–	–	﹤0.01%	410
2016 Q3	$33	Hold	1,000	–	–	0.01%	416
2016 Q2	$29K	Hold	1,000	–	–	﹤0.01%	409
2016 Q1	$35K	Buy	+1,000	New	+$31.4K	0.01%	415

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Sargent Bickham Lagudis's LM Position: Q1 2019 in Review

Sargent Bickham Lagudis sold out of Legg Mason, Inc. (LM) in Q1 2019, closing a stake of 1,000 shares — an estimated $26K sold.

Sargent Bickham Lagudis first reported a position in LM in Q1 2016 and held it in 12 quarters. The position peaked at $42K in Q4 2017. 322 funds tracked by Wall St. Rank hold LM as of Q1 2019.

Sargent Bickham Lagudis reported no remaining Legg Mason, Inc. position as of Q1 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,000 Legg Mason, Inc. shares in Q1 2019, an estimated $26K.
Sargent Bickham Lagudis first reported a position in Legg Mason, Inc. in Q1 2016 and held it in 12 quarters.
Sargent Bickham Lagudis's Legg Mason, Inc. position peaked at $42K in Q4 2017.
322 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2019, filed 13 Sep 2021.