WBC
LM

Westpac Banking Corp’s Legg Mason, Inc. LM Stock Holding History

Westpac Banking Corp’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
-56,302
Closed -$2.02M – 888
2019
Q4 		$2.02M Buy
56,302
+2,500
+5% +$92.8K 0.03% 549
2019
Q3 		$2.05M Sell
53,802
-1,398
-3% -$52.9K 0.03% 513
2019
Q2 		$2.11M Sell
55,200
-31,149
-36% -$1.08M 0.03% 444
2019
Q1 		$2.36M Buy
86,349
+14,709
+21% +$422K 0.04% 413
2018
Q4 		$1.83M Buy
71,640
+22,360
+45% +$627K 0.03% 470
2018
Q3 		$1.54M Hold
49,280
– – 0.03% 476
2018
Q2 		$1.71M Hold
49,280
– – 0.03% 417
2018
Q1 		$2M Buy
49,280
+15,150
+44% +$625K 0.04% 389
2017
Q4 		$1.43M Buy
34,130
+10,330
+43% +$406K 0.03% 406
2017
Q3 		$936K Buy
23,800
+12,300
+107% +$472K 0.02% 516
2017
Q2 		$439K Sell
11,500
-18,800
-62% -$712K 0.01% 736
2017
Q1 		$1.09M Sell
30,300
-12,000
-28% -$416K 0.01% 627
2016
Q4 		$1.39M Buy
42,300
+10,000
+31% +$314K 0.01% 527
2016
Q3 		$1.08M Hold
32,300
– – 0.01% 546
2016
Q2 		$953K Buy
32,300
+2,405
+8% +$78K 0.01% 600
2016
Q1 		$1.04M Sell
29,895
-16,000
-35% -$502K 0.01% 546
2015
Q4 		$1.8M Buy
45,895
+42,215
+1,147% +$1.81M 0.02% 470
2015
Q3 		$153K Buy
3,680
+3,068
+501% +$142K ﹤0.01% 813
2015
Q2 		$31.5K Sell
612
-4,968
-89% -$268K ﹤0.01% 861
2015
Q1 		$340K Sell
5,580
-103,671
-95% -$5.82M ﹤0.01% 830
2014
Q4 		$5.83M Buy
109,251
+7,016
+7% +$370K 0.06% 319
2014
Q3 		$5.23M Buy
102,235
+15,815
+18% +$784K 0.05% 319
2014
Q2 		$4.43M Buy
86,420
+2,017
+2% +$97.2K 0.04% 369
2014
Q1 		$4.14M Buy
84,403
+75,243
+821% +$3.35M 0.04% 344
2013
Q4 		$398K Hold
9,160
– – ﹤0.01% 792
2013
Q3 		$306K Sell
9,160
-195
-2% -$6.53K ﹤0.01% 837
2013
Q2 		$293K Buy
+9,355
New +$306K ﹤0.01% 830

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

Westpac Banking Corp's LM Position: Q1 2020 in Review

Westpac Banking Corp sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 56,302 shares — an estimated $2.02M sold.

Westpac Banking Corp first reported a position in LM in Q2 2013 and held it in 27 quarters. The position peaked at $5.83M in Q4 2014. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Westpac Banking Corp reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Westpac Banking Corp sold 56,302 Legg Mason, Inc. shares in Q1 2020, an estimated $2.02M.
  • Westpac Banking Corp first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 27 quarters.
  • Westpac Banking Corp's Legg Mason, Inc. position peaked at $5.83M in Q4 2014.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Westpac Banking Corp's 13F filing for Q1 2020, filed 14 May 2020.