UONDDL
LM

University of Notre Dame du Lac’s Legg Mason, Inc. LM Stock Holding History

University of Notre Dame du Lac’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
Q4 		– Sell
-63,406
Closed -$2.12M – 57
2016
Q3 		$2.12M Buy
+63,406
New +$2.11M 1.84% 31

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

University of Notre Dame du Lac's LM Position: Q4 2016 in Review

University of Notre Dame du Lac sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 63,406 shares — an estimated $2.12M sold.

University of Notre Dame du Lac first reported a position in LM in Q3 2016 and held it in 1 quarter. The position peaked at $2.12M in Q3 2016. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

  • University of Notre Dame du Lac reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
  • University of Notre Dame du Lac sold 63,406 Legg Mason, Inc. shares in Q4 2016, an estimated $2.12M.
  • University of Notre Dame du Lac first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 1 quarter.
  • University of Notre Dame du Lac's Legg Mason, Inc. position peaked at $2.12M in Q3 2016.
  • 311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on University of Notre Dame du Lac's 13F filing for Q4 2016, filed 13 Feb 2017.