Trust Company of Vermont’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-800
| Closed | -$40K | – | 803 |
|
|
2020
Q2 | $40K | Hold |
800
| – | – | ﹤0.01% | 462 |
|
|
2020
Q1 | $39K | Hold |
800
| – | – | ﹤0.01% | 469 |
|
|
2019
Q4 | $29K | Hold |
800
| – | – | ﹤0.01% | 553 |
|
|
2019
Q3 | $31K | Hold |
800
| – | – | ﹤0.01% | 555 |
|
|
2019
Q2 | $31K | Buy |
+800
| New | +$27.6K | ﹤0.01% | 555 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$35K | – | 1118 |
|
|
2018
Q2 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 585 |
|
|
2018
Q1 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 540 |
|
|
2017
Q4 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 544 |
|
|
2017
Q3 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 535 |
|
|
2017
Q2 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 552 |
|
|
2017
Q1 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 524 |
|
|
2016
Q4 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 551 |
|
|
2016
Q3 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 492 |
|
|
2016
Q2 | $29K | Sell |
1,000
-250
| -20% | -$8.1K | ﹤0.01% | 456 |
|
|
2016
Q1 | $43K | Hold |
1,250
| – | – | 0.01% | 409 |
|
|
2015
Q4 | $49K | Hold |
1,250
| – | – | 0.01% | 396 |
|
|
2015
Q3 | $52K | Hold |
1,250
| – | – | 0.01% | 391 |
|
|
2015
Q2 | $64K | Hold |
1,250
| – | – | 0.01% | 366 |
|
|
2015
Q1 | $69K | Hold |
1,250
| – | – | 0.01% | 357 |
|
|
2014
Q4 | $67K | Hold |
1,250
| – | – | 0.01% | 356 |
|
|
2014
Q3 | $64K | Hold |
1,250
| – | – | 0.01% | 357 |
|
|
2014
Q2 | $64K | Sell |
1,250
-50
| -4% | -$2.41K | 0.01% | 346 |
|
|
2014
Q1 | $64K | Hold |
1,300
| – | – | 0.01% | 341 |
|
|
2013
Q4 | $57K | Hold |
1,300
| – | – | 0.01% | 337 |
|
|
2013
Q3 | $43K | Hold |
1,300
| – | – | 0.01% | 364 |
|
|
2013
Q2 | $40K | Buy |
+1,300
| New | +$42.5K | 0.01% | 364 |
|
Trust Company of Vermont's LM Position: Q3 2020 in Review
Trust Company of Vermont sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 800 shares — an estimated $40K sold.
Trust Company of Vermont first reported a position in LM in Q2 2013 and held it in 26 quarters. The position peaked at $69K in Q1 2015. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Trust Company of Vermont reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Trust Company of Vermont sold 800 Legg Mason, Inc. shares in Q3 2020, an estimated $40K.
- Trust Company of Vermont first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 26 quarters.
- Trust Company of Vermont's Legg Mason, Inc. position peaked at $69K in Q1 2015.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Trust Company of Vermont's 13F filing for Q3 2020, filed 6 Nov 2020.