Credit Suisse’s LegalZoom.com LZ Stock Holding History

Credit Suisse’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 Q1	$1.5M	Buy	112,502 +10,763	+11%	+$124K	﹤0.01%	2033
2023 Q4	$1.15M	Buy	101,739 +32,252	+46%	+$351K	﹤0.01%	2253
2023 Q3	$760K	Sell	69,487 -6,709	-9%	-$82.3K	﹤0.01%	2458
2023 Q2	$920K	Buy	+76,196	New	+$806K	﹤0.01%	2433
2023 Q1	–	Sell	-4	Closed	-$31	–	3541
2022 Q4	$31	Sell	4 -238,809	-100%	-$2.07M	﹤0.01%	3642
2022 Q3	$2.05M	Sell	238,813 -113,626	-32%	-$1.18M	﹤0.01%	1841
2022 Q2	$3.87M	Buy	352,439 +27,439	+8%	+$362K	﹤0.01%	1470
2022 Q1	$4.59M	Buy	325,000 +1,146	+0.4%	+$17.2K	﹤0.01%	1516
2021 Q4	$5.2M	Buy	+323,854	New	+$6.87M	﹤0.01%	1986

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 $752M AUM 25.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Credit Suisse's LZ Position: Q1 2024 in Review

Credit Suisse increased its LegalZoom.com (LZ) stake by 11% in Q1 2024, buying an estimated $124K and bringing the position to 112,502 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Credit Suisse first reported a position in LZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.2M in Q4 2021. 195 funds tracked by Wall St. Rank hold LZ as of Q1 2024.

Credit Suisse held 112,502 shares of LegalZoom.com worth $1.5M as of Q1 2024.
Credit Suisse bought 10,763 LegalZoom.com shares in Q1 2024, an estimated $124K.
LegalZoom.com made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2033 holding.
Credit Suisse first reported a position in LegalZoom.com in Q4 2021 and has held it in 9 quarters since.
Credit Suisse's LegalZoom.com position peaked at $5.2M in Q4 2021.
195 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.