LM Legg Mason COM

Ownership history in FREESTONE CAPITAL MANAGEMENT LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which FREESTONE CAPITAL MANAGEMENT LLC reported a position in Legg Mason COM (LM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.8% (2009 Q2)
Avg. % of fund
7.64%
First filed
2000 Q3
Last filed
2009 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2009 Q4 ADDED 393,035 +100,179 +34.2% 7.93% $11.9M
2009 Q3 REDUCED 292,856 -157,630 -35.0% 7.35% $9.1M
2009 Q2 ADDED 450,486 +225,874 +100.6% 11.80% $11.0M
2008 Q3 REDUCED 224,612 -7,414 -3.2% 5.37% $8.5M
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% of Fund (quarterly)

Other funds also holding LM

As of 2021 Q3 — sorted by position size

Crossmark Global Holdings, Inc. 3Y 7Y 0.03%
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