WCM
LM

Wedge Capital Management’s Legg Mason, Inc. LM Stock Holding History

Wedge Capital 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
-228,394
Closed -$8.2M – 611
2019
Q4 		$8.2M Sell
228,394
-63,819
-22% -$2.37M 0.09% 240
2019
Q3 		$11.2M Sell
292,213
-9,040
-3% -$342K 0.13% 208
2019
Q2 		$11.5M Sell
301,253
-12,172
-4% -$421K 0.13% 208
2019
Q1 		$8.58M Sell
313,425
-39,717
-11% -$1.14M 0.1% 234
2018
Q4 		$9.01M Sell
353,142
-405,312
-53% -$11.4M 0.11% 231
2018
Q3 		$23.7M Buy
758,454
+8,716
+1% +$282K 0.23% 139
2018
Q2 		$26M Sell
749,738
-97,981
-12% -$3.72M 0.25% 128
2018
Q1 		$34.5M Sell
847,719
-79,711
-9% -$3.29M 0.33% 87
2017
Q4 		$38.9M Buy
927,430
+719
+0.1% +$28.2K 0.35% 84
2017
Q3 		$36.4M Sell
926,711
-15,790
-2% -$606K 0.34% 89
2017
Q2 		$36M Sell
942,501
-15,769
-2% -$597K 0.34% 88
2017
Q1 		$34.6M Sell
958,270
-72,471
-7% -$2.51M 0.33% 93
2016
Q4 		$30.8M Buy
1,030,741
+705,391
+217% +$22.2M 0.3% 109
2016
Q3 		$10.9M Buy
325,350
+1,290
+0.4% +$43K 0.11% 230
2016
Q2 		$9.56M Sell
324,060
-5,180
-2% -$168K 0.1% 230
2016
Q1 		$11.4M Buy
329,240
+76,670
+30% +$2.4M 0.12% 217
2015
Q4 		$9.91M Buy
252,570
+25,175
+11% +$1.08M 0.1% 232
2015
Q3 		$9.46M Buy
227,395
+20,640
+10% +$956K 0.1% 238
2015
Q2 		$10.7M Sell
206,755
-5,200
-2% -$280K 0.1% 224
2015
Q1 		$11.7M Sell
211,955
-725
-0.3% -$40.7K 0.12% 209
2014
Q4 		$11.4M Sell
212,680
-12,715
-6% -$671K 0.11% 218
2014
Q3 		$11.5M Buy
225,395
+1,385
+0.6% +$68.7K 0.12% 213
2014
Q2 		$11.5M Buy
224,010
+270
+0.1% +$13K 0.12% 223
2014
Q1 		$11M Sell
223,740
-28,775
-11% -$1.28M 0.12% 224
2013
Q4 		$11M Sell
252,515
-44,450
-15% -$1.72M 0.12% 226
2013
Q3 		$9.93M Sell
296,965
-2,720
-0.9% -$91.1K 0.11% 226
2013
Q2 		$9.29M Buy
+299,685
New +$9.8M 0.11% 230

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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wedge Capital Management's LM Position: Q1 2020 in Review

Wedge Capital Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 228,394 shares — an estimated $8.2M sold.

Wedge Capital Management first reported a position in LM in Q2 2013 and held it in 27 quarters. The position peaked at $38.9M in Q4 2017. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Wedge Capital Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Wedge Capital Management sold 228,394 Legg Mason, Inc. shares in Q1 2020, an estimated $8.2M.
  • Wedge Capital Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 27 quarters.
  • Wedge Capital Management's Legg Mason, Inc. position peaked at $38.9M in Q4 2017.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Wedge Capital Management's 13F filing for Q1 2020, filed 13 Apr 2020.