Bank of Montreal
LZ icon

Bank of Montreal’s LegalZoom.com LZ Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-14,120
Closed -$119K – 4085
2024
Q2 		$119K Buy
+14,120
New +$145K ﹤0.01% 3189
2023
Q3 		– Sell
-218,284
Closed -$2.76M – 4058
2023
Q2 		$2.76M Buy
+218,284
New +$2.31M ﹤0.01% 1639
2022
Q2 		– Sell
-2,107
Closed -$30K – 4288
2022
Q1 		$30K Buy
+2,107
New +$31.7K ﹤0.01% 3867

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's LZ Position: Q3 2024 in Review

Bank of Montreal sold out of LegalZoom.com (LZ) in Q3 2024, closing a stake of 14,120 shares — an estimated $119K sold.

Bank of Montreal first reported a position in LZ in Q1 2022 and held it in 3 quarters. The position peaked at $2.76M in Q2 2023. 184 funds tracked by Wall St. Rank hold LZ as of Q3 2024.

  • Bank of Montreal reported no remaining LegalZoom.com position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 14,120 LegalZoom.com shares in Q3 2024, an estimated $119K.
  • Bank of Montreal first reported a position in LegalZoom.com in Q1 2022 and held it in 3 quarters.
  • Bank of Montreal's LegalZoom.com position peaked at $2.76M in Q2 2023.
  • 184 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.