ZIM
LM

Zacks Investment Management’s Legg Mason, Inc. LM Stock Holding History

Zacks Investment 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
2018
Q3 		– Sell
-46,232
Closed -$1.61M – 639
2018
Q2 		$1.61M Buy
+46,232
New +$1.75M 0.03% 324
2016
Q4 		– Sell
-19,789
Closed -$663K – 776
2016
Q3 		$663K Sell
19,789
-498
-2% -$16.6K 0.02% 416
2016
Q2 		$598K Sell
20,287
-402
-2% -$13K 0.02% 424
2016
Q1 		$717K Buy
20,689
+6,465
+45% +$203K 0.02% 391
2015
Q4 		$558K Sell
14,224
-7,981
-36% -$342K 0.02% 400
2015
Q3 		$924K Buy
22,205
+1,150
+5% +$53.3K 0.03% 310
2015
Q2 		$1.08M Buy
+21,055
New +$1.13M 0.03% 269

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Zacks Investment Management's LM Position: Q3 2018 in Review

Zacks Investment Management sold out of Legg Mason, Inc. (LM) in Q3 2018, closing a stake of 46,232 shares — an estimated $1.61M sold.

Zacks Investment Management first reported a position in LM in Q2 2015 and held it in 7 quarters. The position peaked at $1.61M in Q2 2018. 337 funds tracked by Wall St. Rank hold LM as of Q3 2018.

  • Zacks Investment Management reported no remaining Legg Mason, Inc. position as of Q3 2018 after selling out during the quarter.
  • Zacks Investment Management sold 46,232 Legg Mason, Inc. shares in Q3 2018, an estimated $1.61M.
  • Zacks Investment Management first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 7 quarters.
  • Zacks Investment Management's Legg Mason, Inc. position peaked at $1.61M in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2018.

Based on Zacks Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.