ZIG
LM

Zuckerman Investment Group’s Legg Mason, Inc. LM Stock Holding History

Zuckerman Investment Group’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
2015
Q2 		– Sell
-32,126
Closed -$1.77M – 51
2015
Q1 		$1.77M Sell
32,126
-191,573
-86% -$10.8M 0.38% 31
2014
Q4 		$11.9M Sell
223,699
-129,508
-37% -$6.83M 2.52% 17
2014
Q3 		$18.1M Sell
353,207
-100,659
-22% -$4.99M 3.76% 9
2014
Q2 		$23.3M Sell
453,866
-3,392
-0.7% -$164K 5.02% 7
2014
Q1 		$22.4M Buy
457,258
+3,450
+0.8% +$154K 5.32% 6
2013
Q4 		$19.7M Buy
453,808
+21,670
+5% +$841K 4.64% 8
2013
Q3 		$14.5M Buy
432,138
+25,755
+6% +$863K 3.63% 10
2013
Q2 		$12.6M Buy
+406,383
New +$13.3M 3.28% 11

Other funds holding LM

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Zuckerman Investment Group's LM Position: Q2 2015 in Review

Zuckerman Investment Group sold out of Legg Mason, Inc. (LM) in Q2 2015, closing a stake of 32,126 shares — an estimated $1.77M sold.

Zuckerman Investment Group first reported a position in LM in Q2 2013 and held it in 8 quarters. The position peaked at $23.3M in Q2 2014. 390 funds tracked by Wall St. Rank hold LM as of Q2 2015.

  • Zuckerman Investment Group reported no remaining Legg Mason, Inc. position as of Q2 2015 after selling out during the quarter.
  • Zuckerman Investment Group sold 32,126 Legg Mason, Inc. shares in Q2 2015, an estimated $1.77M.
  • Zuckerman Investment Group first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 8 quarters.
  • Zuckerman Investment Group's Legg Mason, Inc. position peaked at $23.3M in Q2 2014.
  • 390 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2015.

Based on Zuckerman Investment Group's 13F filing for Q2 2015, filed 13 Aug 2015.