EVR Research’s LegalZoom.com LZ Stock Holding History

EVR 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 Q3	–	Sell	-200,000	Closed	-$2.42M	–	42
2023 Q2	$2.42M	Buy	+200,000	New	+$2.12M	0.65%	26

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

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

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

HRCM

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

KDA

KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return

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

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

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

EVR Research's LZ Position: Q3 2023 in Review

EVR Research sold out of LegalZoom.com (LZ) in Q3 2023, closing a stake of 200,000 shares — an estimated $2.42M sold.

EVR Research first reported a position in LZ in Q2 2023 and held it in 1 quarter. The position peaked at $2.42M in Q2 2023. 181 funds tracked by Wall St. Rank hold LZ as of Q3 2023.

EVR Research reported no remaining LegalZoom.com position as of Q3 2023 after selling out during the quarter.
EVR Research sold 200,000 LegalZoom.com shares in Q3 2023, an estimated $2.42M.
EVR Research first reported a position in LegalZoom.com in Q2 2023 and held it in 1 quarter.
EVR Research's LegalZoom.com position peaked at $2.42M in Q2 2023.
181 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2023.

Based on EVR Research's 13F filing for Q3 2023, filed 14 Nov 2023.