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

Welch 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
2020 Q2	–	Sell	-3,000	Closed	-$147K	–	160
2020 Q1	$147K	Hold	3,000	–	–	0.02%	133
2019 Q4	$108K	Buy	+3,000	New	+$111K	0.01%	148

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Welch Group's LM Position: Q2 2020 in Review

Welch Group sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 3,000 shares — an estimated $147K sold.

Welch Group first reported a position in LM in Q4 2019 and held it in 2 quarters. The position peaked at $147K in Q1 2020. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

Welch Group reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
Welch Group sold 3,000 Legg Mason, Inc. shares in Q2 2020, an estimated $147K.
Welch Group first reported a position in Legg Mason, Inc. in Q4 2019 and held it in 2 quarters.
Welch Group's Legg Mason, Inc. position peaked at $147K in Q1 2020.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Welch Group's 13F filing for Q2 2020, filed 22 Jul 2020.