Velanne Asset Management’s Legg Mason, Inc. LM Stock Holding History

Velanne Asset Management’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	-214,837	Closed	-$7.71M	–	24
2019 Q4	$7.71M	Buy	214,837 +102	+0%	+$3.79K	4.55%	10
2019 Q3	$8.2M	Buy	214,735 +10,642	+5%	+$403K	5.25%	7
2019 Q2	$7.81M	Buy	204,093 +3,264	+2%	+$113K	4.97%	8
2019 Q1	$5.5M	Buy	200,829 +7,908	+4%	+$227K	3.8%	17
2018 Q4	$4.92M	Buy	+192,921	New	+$5.41M	3.93%	16

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

Velanne Asset Management's LM Position: Q1 2020 in Review

Velanne Asset Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 214,837 shares — an estimated $7.71M sold.

Velanne Asset Management first reported a position in LM in Q4 2018 and held it in 5 quarters. The position peaked at $8.2M in Q3 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Velanne Asset Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Velanne Asset Management sold 214,837 Legg Mason, Inc. shares in Q1 2020, an estimated $7.71M.
Velanne Asset Management first reported a position in Legg Mason, Inc. in Q4 2018 and held it in 5 quarters.
Velanne Asset Management's Legg Mason, Inc. position peaked at $8.2M in Q3 2019.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Velanne Asset Management's 13F filing for Q1 2020, filed 14 May 2020.