Yorktown Management & Research Company’s Legg Mason, Inc. LM Stock Holding History

Yorktown Management & Research Company’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	-5,900	Closed	-$212K	–	339
2019 Q4	$212K	Hold	5,900	–	–	0.11%	270
2019 Q3	$225K	Hold	5,900	–	–	0.12%	261
2019 Q2	$226K	Buy	+5,900	New	+$204K	0.09%	266
2018 Q2	–	Sell	-5,000	Closed	-$203K	–	411
2018 Q1	$203K	Hold	5,000	–	–	0.06%	355
2017 Q4	$210K	Sell	5,000 -1,000	-17%	-$39.3K	0.06%	361
2017 Q3	$236K	Hold	6,000	–	–	0.06%	336
2017 Q2	$229K	Hold	6,000	–	–	0.07%	263
2017 Q1	$217K	Buy	+6,000	New	+$208K	0.06%	308
2016 Q4	–	Sell	-6,000	Closed	-$201K	–	411
2016 Q3	$201K	Buy	+6,000	New	+$200K	0.04%	277

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Yorktown Management & Research Company's LM Position: Q1 2020 in Review

Yorktown Management & Research Company sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 5,900 shares — an estimated $212K sold.

Yorktown Management & Research Company first reported a position in LM in Q3 2016 and held it in 9 quarters. The position peaked at $236K in Q3 2017. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Yorktown Management & Research Company reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 5,900 Legg Mason, Inc. shares in Q1 2020, an estimated $212K.
Yorktown Management & Research Company first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 9 quarters.
Yorktown Management & Research Company's Legg Mason, Inc. position peaked at $236K in Q3 2017.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Yorktown Management & Research Company's 13F filing for Q1 2020, filed 29 Apr 2020.