EAM
LZ icon

EFG Asset Management’s LegalZoom.com LZ Stock Holding History

EFG Asset Management’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
-94,481
Closed -$792K – 200
2024
Q2 		$792K Sell
94,481
-43,911
-32% -$452K 0.14% 192
2024
Q1 		$1.84M Buy
138,392
+29,988
+28% +$345K 0.32% 133
2023
Q4 		$1.23M Buy
108,404
+36,181
+50% +$394K 0.23% 158
2023
Q3 		$790K Buy
+72,223
New +$886K 0.19% 160

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 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 $690M AUM 42.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.12B AUM 53.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EFG Asset Management's LZ Position: Q3 2024 in Review

EFG Asset Management sold out of LegalZoom.com (LZ) in Q3 2024, closing a stake of 94,481 shares — an estimated $792K sold.

EFG Asset Management first reported a position in LZ in Q3 2023 and held it in 4 quarters. The position peaked at $1.84M in Q1 2024. 184 funds tracked by Wall St. Rank hold LZ as of Q3 2024.

  • EFG Asset Management reported no remaining LegalZoom.com position as of Q3 2024 after selling out during the quarter.
  • EFG Asset Management sold 94,481 LegalZoom.com shares in Q3 2024, an estimated $792K.
  • EFG Asset Management first reported a position in LegalZoom.com in Q3 2023 and held it in 4 quarters.
  • EFG Asset Management's LegalZoom.com position peaked at $1.84M in Q1 2024.
  • 184 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2024.

Based on EFG Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.