Advisory Research’s LegalZoom.com LZ Stock Holding History

Advisory Research’s Portfolio LZ Stock Details LZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-138,628	Closed	-$1.52M	–	416
2023 Q3	$1.52M	Sell	138,628 -156,280	-53%	-$1.92M	0.21%	139
2023 Q2	$3.56M	Buy	+294,908	New	+$3.12M	0.46%	52
2022 Q3	–	Sell	-53,464	Closed	-$587K	–	381
2022 Q2	$587K	Buy	+53,464	New	+$706K	0.06%	210

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisory Research's LZ Position: Q4 2023 in Review

Advisory Research sold out of LegalZoom.com (LZ) in Q4 2023, closing a stake of 138,628 shares — an estimated $1.52M sold.

Advisory Research first reported a position in LZ in Q2 2022 and held it in 3 quarters. The position peaked at $3.56M in Q2 2023. 203 funds tracked by Wall St. Rank hold LZ as of Q4 2023.

Advisory Research reported no remaining LegalZoom.com position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 138,628 LegalZoom.com shares in Q4 2023, an estimated $1.52M.
Advisory Research first reported a position in LegalZoom.com in Q2 2022 and held it in 3 quarters.
Advisory Research's LegalZoom.com position peaked at $3.56M in Q2 2023.
203 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.