XK
LM

Xact Kapitalforvaltning’s Legg Mason, Inc. LM Stock Holding History

Xact Kapitalforvaltning’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 		$936K Hold
19,167
– – 0.02% 526
2019
Q4 		$688K Hold
19,167
– – 0.01% 798
2019
Q3 		$732K Hold
19,167
– – 0.01% 715
2019
Q2 		$734K Hold
19,167
– – 0.02% 708
2019
Q1 		$525K Hold
19,167
– – 0.01% 888
2018
Q4 		$489K Buy
19,167
+7,600
+66% +$213K 0.01% 900
2018
Q3 		$361K Hold
11,567
– – 0.01% 1223
2018
Q2 		$402K Hold
11,567
– – 0.01% 1108
2018
Q1 		$470K Buy
11,567
+4,300
+59% +$177K 0.01% 864
2017
Q4 		$305K Buy
+7,267
New +$285K 0.01% 939

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

Xact Kapitalforvaltning's LM Position: Q1 2020 in Review

Xact Kapitalforvaltning held its Legg Mason, Inc. (LM) position steady in Q1 2020 at 19,167 shares worth $936K. The position accounts for 0.02% of the portfolio, ranked #526.

Xact Kapitalforvaltning first reported a position in LM in Q4 2017 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Xact Kapitalforvaltning held 19,167 shares of Legg Mason, Inc. worth $936K as of Q1 2020.
  • Xact Kapitalforvaltning left its Legg Mason, Inc. share count unchanged in Q1 2020.
  • Legg Mason, Inc. made up 0.02% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #526 holding.
  • Xact Kapitalforvaltning first reported a position in Legg Mason, Inc. in Q4 2017 and has held it in 10 quarters since.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.