LEGG MASON, INC.

BALTIMORE, MD How do I update this listing?

Legg Mason is based out of Baltimore. Whalewisdom has at least 95 13F filings, and 514 Form 4 filings

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12/31/2020

Top Buys

  • Name% Change

12/31/2020

Top Sells

  • Name% Change

12/31/2020

13F Holdings Summary

No holdings for current quarter

06/30/2020

13F Activity

  • Market Value $126.634 Million
  • Prior Market Value $959 Thousand
  • New Purchases1 stock
  • Additional Purchases3 stocks
  • Sold out of20 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:300.00%
  • Turnover Alt % [2]: 99.60 %
  • Time Held Top20:5.71 quarters
  • Time Held Top10:5.14 quarters
  • Time Held All:7.71 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 14.88%
Performance Last 4 Quarters: -9.69%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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WhaleScore history for LEGG MASON, INC.

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**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
Legg Mason, Inc. PROVIDENT FINANCIAL PLC 0.73% 2018-01-18 UK

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
LEGG MASON, INC. Clarkson PLC 2016-03-17 1,652,607 5.46%
LEGG MASON, INC. Martin Currie Global Portfolio Trust plc 2016-01-20 5,524,512 5.53%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights

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