SFS
LM

Sowell Financial Services’s Legg Mason, Inc. LM Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-683
Closed -$29.8K – 2816
2019
Q4 		$25K Sell
683
-15
-2% -$557 ﹤0.01% 1365
2019
Q3 		$27K Buy
+698
New +$26.4K ﹤0.01% 1190

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sowell Financial Services's LM Position: Q1 2020 in Review

Sowell Financial Services sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 683 shares — an estimated $29.8K sold.

Sowell Financial Services first reported a position in LM in Q3 2019 and held it in 2 quarters. The position peaked at $27K in Q3 2019. 319 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Sowell Financial Services reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 683 Legg Mason, Inc. shares in Q1 2020, an estimated $29.8K.
  • Sowell Financial Services first reported a position in Legg Mason, Inc. in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Legg Mason, Inc. position peaked at $27K in Q3 2019.
  • 319 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.