Winton Group’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-245,033
| Closed | -$8.51M | – | 1186 |
|
|
2018
Q2 | $8.51M | Buy |
+245,033
| New | +$8.51M | 0.22% | 182 |
|
|
2017
Q1 | – | Sell |
-41,057
| Closed | -$1.23M | – | 509 |
|
|
2016
Q4 | $1.23M | Buy |
+41,057
| New | +$1.23M | 0.04% | 304 |
|
|
2015
Q4 | – | Sell |
-600,280
| Closed | -$25M | – | 380 |
|
|
2015
Q3 | $25M | Buy |
600,280
+415,434
| +225% | +$17.3M | 0.2% | 204 |
|
|
2015
Q2 | $9.53M | Buy |
184,846
+51,353
| +38% | +$2.65M | 0.09% | 277 |
|
|
2015
Q1 | $7.37M | Sell |
133,493
-239,823
| -64% | -$13.2M | 0.06% | 323 |
|
|
2014
Q4 | $19.9M | Sell |
373,316
-338,324
| -48% | -$18.1M | 0.25% | 160 |
|
|
2014
Q3 | $36.4M | Buy |
711,640
+381,482
| +116% | +$19.5M | 0.26% | 157 |
|
|
2014
Q2 | $16.9M | Buy |
+330,158
| New | +$16.9M | 0.12% | 292 |
|