Sumitomo Mitsui Trust Group
LM

Sumitomo Mitsui Trust Group’s Legg Mason, Inc. LM Stock Holding History

Sumitomo Mitsui Trust Group’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
-26,453
Closed -$950K – 1162
2019
Q4 		$950K Buy
+26,453
New +$982K ﹤0.01% 966
2016
Q3 		– Sell
-7,043
Closed -$208K – 874
2016
Q2 		$208K Sell
7,043
-279,379
-98% -$9.06M ﹤0.01% 846
2016
Q1 		$9.93M Sell
286,422
-10,479
-4% -$329K 0.02% 629
2015
Q4 		$11.7M Buy
296,901
+12,111
+4% +$519K 0.02% 612
2015
Q3 		$11.8M Sell
284,790
-34,826
-11% -$1.61M 0.02% 611
2015
Q2 		$16.5M Buy
319,616
+40,534
+15% +$2.18M 0.03% 587
2015
Q1 		$15.4M Buy
279,082
+14,726
+6% +$826K 0.03% 590
2014
Q4 		$14.2M Sell
264,356
-8,504
-3% -$449K 0.03% 585
2014
Q3 		$14M Sell
272,860
-1,084
-0.4% -$53.8K 0.03% 587
2014
Q2 		$14.1M Sell
273,944
-4,708
-2% -$227K 0.03% 572
2014
Q1 		$13.7M Sell
278,652
-48,611
-15% -$2.16M 0.03% 576
2013
Q4 		$14.2M Sell
327,263
-27,701
-8% -$1.07M 0.03% 573
2013
Q3 		$11.8M Sell
354,964
-7,488
-2% -$251K 0.03% 591
2013
Q2 		$11.2M Buy
+362,452
New +$11.8M 0.03% 585

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

Sumitomo Mitsui Trust Group's LM Position: Q1 2020 in Review

Sumitomo Mitsui Trust Group sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 26,453 shares — an estimated $950K sold.

Sumitomo Mitsui Trust Group first reported a position in LM in Q2 2013 and held it in 14 quarters. The position peaked at $16.5M in Q2 2015. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Sumitomo Mitsui Trust Group reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 26,453 Legg Mason, Inc. shares in Q1 2020, an estimated $950K.
  • Sumitomo Mitsui Trust Group first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 14 quarters.
  • Sumitomo Mitsui Trust Group's Legg Mason, Inc. position peaked at $16.5M in Q2 2015.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2020, filed 27 Apr 2020.