SGCA
LM

Steel Grove Capital Advisors’s Legg Mason, Inc. LM Stock Holding History

Steel Grove Capital Advisors’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
-133,414
Closed -$3.42M – 307
2018
Q4 		$3.42M Buy
+133,414
New +$3.74M 0.48% 65

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Steel Grove Capital Advisors's LM Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Legg Mason, Inc. (LM) in Q1 2019, closing a stake of 133,414 shares — an estimated $3.42M sold.

Steel Grove Capital Advisors first reported a position in LM in Q4 2018 and held it in 1 quarter. The position peaked at $3.42M in Q4 2018. 322 funds tracked by Wall St. Rank hold LM as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining Legg Mason, Inc. position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 133,414 Legg Mason, Inc. shares in Q1 2019, an estimated $3.42M.
  • Steel Grove Capital Advisors first reported a position in Legg Mason, Inc. in Q4 2018 and held it in 1 quarter.
  • Steel Grove Capital Advisors's Legg Mason, Inc. position peaked at $3.42M in Q4 2018.
  • 322 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.