USAA
LM

United Services Automobile Association’s Legg Mason, Inc. LM Stock Holding History

United Services Automobile Association’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
Q3 		– Sell
-23,243
Closed -$890K – 2079
2019
Q2 		$890K Buy
23,243
+412
+2% +$14.2K ﹤0.01% 1370
2019
Q1 		$625K Buy
22,831
+1,019
+5% +$29.2K ﹤0.01% 1527
2018
Q4 		$556K Buy
21,812
+2,383
+12% +$66.8K ﹤0.01% 1514
2018
Q3 		$607K Buy
19,429
+1,760
+10% +$56.9K ﹤0.01% 1597
2018
Q2 		$614K Buy
17,669
+2,113
+14% +$80.2K ﹤0.01% 1593
2018
Q1 		$632K Buy
+15,556
New +$642K ﹤0.01% 1597
2016
Q4 		– Sell
-28,838
Closed -$966K – 1346
2016
Q3 		$966K Sell
28,838
-4,596
-14% -$153K ﹤0.01% 1112
2016
Q2 		$986K Hold
33,434
– – ﹤0.01% 1072
2016
Q1 		$1.16M Buy
33,434
+729
+2% +$22.9K ﹤0.01% 1033
2015
Q4 		$1.28M Hold
32,705
– – ﹤0.01% 1031
2015
Q3 		$1.36M Buy
32,705
+4,854
+17% +$225K 0.01% 1008
2015
Q2 		$1.44M Hold
27,851
– – 0.01% 1054
2015
Q1 		$1.54M Buy
27,851
+125
+0.5% +$7.01K 0.01% 1023
2014
Q4 		$1.48M Hold
27,726
– – 0.01% 1033
2014
Q3 		$1.42M Hold
27,726
– – 0.01% 1021
2014
Q2 		$1.42M Sell
27,726
-4,282
-13% -$206K 0.01% 1014
2014
Q1 		$1.57M Sell
32,008
-6,036
-16% -$269K 0.01% 995
2013
Q4 		$1.65M Sell
38,044
-337,261
-90% -$13.1M 0.01% 987
2013
Q3 		$12.6M Sell
375,305
-21,789
-5% -$730K 0.05% 354
2013
Q2 		$12.3M Buy
+397,094
New +$13M 0.06% 338

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

United Services Automobile Association's LM Position: Q3 2019 in Review

United Services Automobile Association sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 23,243 shares — an estimated $890K sold.

United Services Automobile Association first reported a position in LM in Q2 2013 and held it in 20 quarters. The position peaked at $12.6M in Q3 2013. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

  • United Services Automobile Association reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 23,243 Legg Mason, Inc. shares in Q3 2019, an estimated $890K.
  • United Services Automobile Association first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 20 quarters.
  • United Services Automobile Association's Legg Mason, Inc. position peaked at $12.6M in Q3 2013.
  • 329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.