Westchester Capital Management (New York)’s Legg Mason, Inc. LM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,774,299
Closed -$88.3M 223
2020
Q2
$88.3M Buy
1,774,299
+107,654
+6% +$5.35M 3.86% 9
2020
Q1
$81.4M Buy
+1,666,645
New +$72.7M 3.08% 9

Westchester Capital Management (New York)'s LM Position: Q3 2020 in Review

Westchester Capital Management (New York) sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 1,774,299 shares — an estimated $88.3M sold.

Westchester Capital Management (New York) first reported a position in LM in Q1 2020 and held it in 2 quarters. The position peaked at $88.3M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Westchester Capital Management (New York) reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 1,774,299 Legg Mason, Inc. shares in Q3 2020, an estimated $88.3M.
  • Westchester Capital Management (New York) first reported a position in Legg Mason, Inc. in Q1 2020 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s Legg Mason, Inc. position peaked at $88.3M in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2020, filed 16 Nov 2020.