Stifel Financial
LM

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

Stifel Financial’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
-544,751
Closed -$19.6M – 3187
2019
Q4 		$19.6M Sell
544,751
-149,109
-21% -$5.54M 0.04% 367
2019
Q3 		$26.5M Buy
693,860
+76,813
+12% +$2.91M 0.07% 262
2019
Q2 		$23.6M Buy
617,047
+71,502
+13% +$2.47M 0.06% 282
2019
Q1 		$14.9M Buy
545,545
+52,690
+11% +$1.51M 0.04% 396
2018
Q4 		$12.6M Buy
492,855
+291,262
+144% +$8.16M 0.04% 408
2018
Q3 		$6.29M Buy
201,593
+126,994
+170% +$4.11M 0.02% 733
2018
Q2 		$2.58M Buy
74,599
+3,360
+5% +$127K 0.01% 1078
2018
Q1 		$2.9M Sell
71,239
-23,373
-25% -$965K 0.01% 993
2017
Q4 		$3.97M Buy
94,612
+7,439
+9% +$292K 0.01% 864
2017
Q3 		$3.43M Buy
87,173
+30,513
+54% +$1.17M 0.01% 883
2017
Q2 		$2.17M Sell
56,660
-7,806
-12% -$296K 0.01% 1067
2017
Q1 		$2.33M Buy
64,466
+955
+2% +$33.1K 0.01% 1021
2016
Q4 		$1.9M Buy
63,511
+13,462
+27% +$423K 0.01% 1052
2016
Q3 		$1.68M Sell
50,049
-3,375
-6% -$112K 0.01% 1078
2016
Q2 		$1.57M Sell
53,424
-2,979
-5% -$96.6K 0.01% 1112
2016
Q1 		$1.96M Buy
56,403
+550
+1% +$17.2K 0.01% 937
2015
Q4 		$2.19M Sell
55,853
-71,663
-56% -$3.07M 0.01% 930
2015
Q3 		$5.31M Buy
127,516
+982
+0.8% +$45.5K 0.03% 499
2015
Q2 		$6.52M Sell
126,534
-72,253
-36% -$3.89M 0.03% 479
2015
Q1 		$11M Buy
198,787
+121,012
+156% +$6.79M 0.06% 371
2014
Q4 		$4.15M Buy
77,775
+70,645
+991% +$3.73M 0.02% 639
2014
Q3 		$365K Buy
7,130
+1,435
+25% +$71.2K ﹤0.01% 1697
2014
Q2 		$292K Buy
5,695
+1,096
+24% +$52.8K ﹤0.01% 1793
2014
Q1 		$226K Buy
+4,599
New +$205K ﹤0.01% 1868

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial's LM Position: Q1 2020 in Review

Stifel Financial sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 544,751 shares — an estimated $19.6M sold.

Stifel Financial first reported a position in LM in Q1 2014 and held it in 24 quarters. The position peaked at $26.5M in Q3 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Stifel Financial reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Stifel Financial sold 544,751 Legg Mason, Inc. shares in Q1 2020, an estimated $19.6M.
  • Stifel Financial first reported a position in Legg Mason, Inc. in Q1 2014 and held it in 24 quarters.
  • Stifel Financial's Legg Mason, Inc. position peaked at $26.5M in Q3 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.