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
2022 Q2	–	Sell	-69,700	Closed	-$995K	–	4287
2022 Q1	$995K	Buy	+69,700	New	+$1.05M	﹤0.01%	2343

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

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

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 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 $2.75B AUM 20.09% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.