UBS Group’s Legg Mason, Inc. LM Stock Holding History

UBS 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
2019 Q4	–	Sell	-197,500	Closed	-$7.54M	–	8635
2019 Q3	$7.54M	Hold	197,500	–	–	﹤0.01%	2003
2019 Q2	$7.56M	Buy	197,500 +80,300	+69%	+$2.77M	﹤0.01%	1983
2019 Q1	$3.21M	Buy	+117,200	New	+$3.36M	﹤0.01%	2570

UBS Group's LM Position: Q3 2020 in Review

UBS Group sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 810,061 shares — an estimated $40.3M sold.

UBS Group first reported a position in LM in Q4 2014 and held it in 23 quarters. The position peaked at $40.3M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

UBS Group reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
UBS Group sold 810,061 Legg Mason, Inc. shares in Q3 2020, an estimated $40.3M.
UBS Group first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 23 quarters.
UBS Group's Legg Mason, Inc. position peaked at $40.3M in Q2 2020.
0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on UBS Group's 13F filing for Q3 2020, filed 12 Nov 2020.