WCM
LM

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

Winton 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
2014
Q1 		$2.44M Sell
49,654
-8,473
-15% -$377K 0.02% 437
2013
Q4 		$2.53M Buy
58,127
+27,812
+92% +$1.08M 0.02% 431
2013
Q3 		$1.01M Buy
30,315
+3,371
+13% +$113K 0.01% 516
2013
Q2 		$836K Buy
+26,944
New +$881K 0.01% 531

Other funds holding LM

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winton Capital Management's LM Position: Q1 2014 in Review

Winton Capital Management reduced its Legg Mason, Inc. (LM) stake by 15% in Q1 2014, selling an estimated $377K and leaving 49,654 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #437.

Winton Capital Management first reported a position in LM in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.53M in Q4 2013. 346 funds tracked by Wall St. Rank hold LM as of Q1 2014.

  • Winton Capital Management held 49,654 shares of Legg Mason, Inc. worth $2.44M as of Q1 2014.
  • Winton Capital Management sold 8,473 Legg Mason, Inc. shares in Q1 2014, an estimated $377K.
  • Legg Mason, Inc. made up 0.02% of Winton Capital Management's portfolio in Q1 2014, its #437 holding.
  • Winton Capital Management first reported a position in Legg Mason, Inc. in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Legg Mason, Inc. position peaked at $2.53M in Q4 2013.
  • 346 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.