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

Truist 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	-63,690	Closed	-$2.29M	–	2638
2019 Q4	$2.29M	Buy	+63,690	New	+$2.36M	﹤0.01%	1072
2014 Q1	–	Sell	-6,245	Closed	-$272K	–	822
2013 Q4	$272K	Buy	+6,245	New	+$242K	0.01%	657

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Truist Financial's LM Position: Q1 2020 in Review

Truist Financial sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 63,690 shares — an estimated $2.29M sold.

Truist Financial first reported a position in LM in Q4 2013 and held it in 2 quarters. The position peaked at $2.29M in Q4 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Truist Financial reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Truist Financial sold 63,690 Legg Mason, Inc. shares in Q1 2020, an estimated $2.29M.
Truist Financial first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 2 quarters.
Truist Financial's Legg Mason, Inc. position peaked at $2.29M in Q4 2019.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Truist Financial's 13F filing for Q1 2020, filed 15 May 2020.