SLAM
LM

Swiss Life Asset Management’s Legg Mason, Inc. LM Stock Holding History

Swiss Life Asset Management’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
2016
Q2 		– Sell
-16,613
Closed -$576K – 397
2016
Q1 		$576K Buy
+16,613
New +$521K 0.02% 250

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Swiss Life Asset Management's LM Position: Q2 2016 in Review

Swiss Life Asset Management sold out of Legg Mason, Inc. (LM) in Q2 2016, closing a stake of 16,613 shares — an estimated $576K sold.

Swiss Life Asset Management first reported a position in LM in Q1 2016 and held it in 1 quarter. The position peaked at $576K in Q1 2016. 325 funds tracked by Wall St. Rank hold LM as of Q2 2016.

  • Swiss Life Asset Management reported no remaining Legg Mason, Inc. position as of Q2 2016 after selling out during the quarter.
  • Swiss Life Asset Management sold 16,613 Legg Mason, Inc. shares in Q2 2016, an estimated $576K.
  • Swiss Life Asset Management first reported a position in Legg Mason, Inc. in Q1 2016 and held it in 1 quarter.
  • Swiss Life Asset Management's Legg Mason, Inc. position peaked at $576K in Q1 2016.
  • 325 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2016.

Based on Swiss Life Asset Management's 13F filing for Q2 2016, filed 29 Dec 2025.