World Asset Management’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 |
-6,003
| Closed | -$299K | – | 813 |
|
|
2020
Q2 | $299K | Sell |
6,003
-315
| -5% | -$15.6K | 0.03% | 535 |
|
|
2020
Q1 | $309K | Sell |
6,318
-394
| -6% | -$17.2K | 0.03% | 574 |
|
|
2019
Q4 | $241K | Sell |
6,712
-635
| -9% | -$23.6K | 0.01% | 898 |
|
|
2019
Q3 | $281K | Buy |
7,347
+81
| +1% | +$3.06K | 0.01% | 867 |
|
|
2019
Q2 | $278K | Buy |
+7,266
| New | +$251K | 0.01% | 888 |
|
|
2018
Q2 | – | Sell |
-5,431
| Closed | -$221K | – | 1369 |
|
|
2018
Q1 | $221K | Sell |
5,431
-987
| -15% | -$40.7K | 0.01% | 1170 |
|
|
2017
Q4 | $269K | Sell |
6,418
-483
| -7% | -$19K | 0.01% | 1204 |
|
|
2017
Q3 | $271K | Buy |
6,901
+87
| +1% | +$3.34K | 0.01% | 1194 |
|
|
2017
Q2 | $260K | Sell |
6,814
-215
| -3% | -$8.14K | 0.01% | 1198 |
|
|
2017
Q1 | $254K | Sell |
7,029
-248
| -3% | -$8.59K | 0.01% | 1156 |
|
|
2016
Q4 | $218K | Sell |
7,277
-2,923
| -29% | -$91.8K | 0.01% | 1192 |
|
|
2016
Q3 | $341K | Sell |
10,200
-1,067
| -9% | -$35.5K | 0.01% | 982 |
|
|
2016
Q2 | $332K | Buy |
11,267
+211
| +2% | +$6.84K | 0.01% | 891 |
|
|
2016
Q1 | $383K | Sell |
11,056
-1,111
| -9% | -$34.8K | 0.02% | 830 |
|
|
2015
Q4 | $477K | Buy |
12,167
+152
| +1% | +$6.51K | 0.02% | 750 |
|
|
2015
Q3 | $500K | Buy |
12,015
+1,012
| +9% | +$46.9K | 0.02% | 731 |
|
|
2015
Q2 | $567K | Sell |
11,003
-1,319
| -11% | -$71K | 0.02% | 713 |
|
|
2015
Q1 | $680K | Sell |
12,322
-287
| -2% | -$16.1K | 0.02% | 718 |
|
|
2014
Q4 | $673K | Sell |
12,609
-2,833
| -18% | -$149K | 0.02% | 719 |
|
|
2014
Q3 | $790K | Buy |
15,442
+617
| +4% | +$30.6K | 0.02% | 696 |
|
|
2014
Q2 | $760K | Sell |
14,825
-562
| -4% | -$27.1K | 0.02% | 731 |
|
|
2014
Q1 | $754K | Sell |
15,387
-2,225
| -13% | -$99.1K | 0.02% | 725 |
|
|
2013
Q4 | $765K | Sell |
17,612
-3,350
| -16% | -$130K | 0.02% | 751 |
|
|
2013
Q3 | $700K | Sell |
20,962
-3,283
| -14% | -$110K | 0.02% | 853 |
|
|
2013
Q2 | $752K | Buy |
+24,245
| New | +$792K | 0.02% | 858 |
|
World Asset Management's LM Position: Q3 2020 in Review
World Asset Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 6,003 shares — an estimated $299K sold.
World Asset Management first reported a position in LM in Q2 2013 and held it in 25 quarters. The position peaked at $790K in Q3 2014. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- World Asset Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- World Asset Management sold 6,003 Legg Mason, Inc. shares in Q3 2020, an estimated $299K.
- World Asset Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 25 quarters.
- World Asset Management's Legg Mason, Inc. position peaked at $790K in Q3 2014.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on World Asset Management's 13F filing for Q3 2020, filed 22 Oct 2020.