LM
Sumitomo Mitsui Trust Group’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-26,453
| Closed | -$950K | – | 1162 |
|
|
2019
Q4 | $950K | Buy |
+26,453
| New | +$950K | ﹤0.01% | 966 |
|
|
2016
Q3 | – | Sell |
-7,043
| Closed | -$208K | – | 874 |
|
|
2016
Q2 | $208K | Sell |
7,043
-279,379
| -98% | -$8.25M | ﹤0.01% | 846 |
|
|
2016
Q1 | $9.93M | Sell |
286,422
-10,479
| -4% | -$363K | 0.02% | 629 |
|
|
2015
Q4 | $11.7M | Buy |
296,901
+12,111
| +4% | +$477K | 0.02% | 612 |
|
|
2015
Q3 | $11.9M | Sell |
284,790
-34,826
| -11% | -$1.45M | 0.02% | 611 |
|
|
2015
Q2 | $16.5M | Buy |
319,616
+40,534
| +15% | +$2.09M | 0.03% | 587 |
|
|
2015
Q1 | $15.4M | Buy |
279,082
+14,726
| +6% | +$813K | 0.03% | 590 |
|
|
2014
Q4 | $14.2M | Sell |
264,356
-8,504
| -3% | -$457K | 0.03% | 585 |
|
|
2014
Q3 | $14M | Sell |
272,860
-1,084
| -0.4% | -$55.5K | 0.03% | 587 |
|
|
2014
Q2 | $14.1M | Sell |
273,944
-4,708
| -2% | -$242K | 0.03% | 572 |
|
|
2014
Q1 | $13.7M | Sell |
278,652
-48,611
| -15% | -$2.38M | 0.03% | 576 |
|
|
2013
Q4 | $14.2M | Sell |
327,263
-27,701
| -8% | -$1.2M | 0.03% | 573 |
|
|
2013
Q3 | $11.8M | Sell |
354,964
-7,488
| -2% | -$249K | 0.03% | 591 |
|
|
2013
Q2 | $11.2M | Buy |
+362,452
| New | +$11.2M | 0.03% | 585 |
|