Nelson Peltz
Trian Fund Management
Nelson Peltz Legg Mason Inc stake
total: 34
Trian Fund Management LM trades
- Total transactions:
- 8
- New positions:
- 2
- Sold out:
- 2
- Added:
- 3
- Reduced:
- 1
- Held since:
- 2019 Q2
- Held for:
- 4 quarters
- Latest activity:
- 2020 Q2
According to 2026 Q1 report, Nelson Peltz doesn't hold any Legg Mason Inc (LM) shares. Trian Fund Management has held LM since at least 2013 Q2 with about 12.88M shares in our earliest available record. Nelson Peltz later completely sold out the position and invested in Legg Mason Inc again in 2019 Q2. Since at least 2013 Q2, Trian Fund Management has made 7 more transactions.
When did Nelson Peltz sell Legg Mason Inc (LM)?
Nelson Peltz sold off the entire Legg Mason Inc (LM) position in 2020 Q2.
Estimated cost basis*
- Weighted AVG buy price:
- $38.28
- Weighted AVG sell price:
- $48.85
Nelson Peltz's historical trades in Legg Mason Inc
8 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2020 Q2
|
0.00%
|
$48.85
|
-100% (-3,881,704)
|
|||
|
2019 Q3
|
1.55%
|
$38.19
|
+0.10% (+3,930)
|
|||
|
2019 Q2
|
1.57%
|
$38.28
|
new
|
|||
|
2016 Q2
|
0.00%
|
$34.68
|
-100% (-11,039,896)
|
|||
|
2015 Q2
|
5.50%
|
$51.53
|
-14.34% (-1,848,068)
|
|||
|
2014 Q3
|
8.67%
|
$51.16
|
+0.01% (+1,471)
|
|||
|
2013 Q3
|
7.89%
|
$33.44
|
+0.02% (+2,156)
|
|||
|
2013 Q2
|
7.87%
|
$31.01
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.