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LZ icon

HoyleCohen’s LegalZoom.com LZ Stock Holding History

HoyleCohen’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
Q2 		$470K Hold
56,006
– – 0.04% 194
2024
Q1 		$747K Hold
56,006
– – 0.06% 170
2023
Q4 		$633K Hold
56,006
– – 0.05% 178
2023
Q3 		$613K Hold
56,006
– – 0.06% 167
2023
Q2 		$677K Hold
56,006
– – 0.06% 164
2023
Q1 		$525K Hold
56,006
– – 0.05% 181
2022
Q4 		$433K Hold
56,006
– – 0.04% 192
2022
Q3 		$480K Hold
56,006
– – 0.05% 177
2022
Q2 		$616K Hold
56,006
– – 0.06% 164
2022
Q1 		$792K Hold
56,006
– – 0.07% 157
2021
Q4 		$900K Buy
+56,006
New +$1.19M 0.07% 157

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HoyleCohen's LZ Position: Q2 2024 in Review

HoyleCohen held its LegalZoom.com (LZ) position steady in Q2 2024 at 56,006 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #194.

HoyleCohen first reported a position in LZ in Q4 2021 and has held it in 11 quarters since. The position peaked at $900K in Q4 2021. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

  • HoyleCohen held 56,006 shares of LegalZoom.com worth $470K as of Q2 2024.
  • HoyleCohen left its LegalZoom.com share count unchanged in Q2 2024.
  • LegalZoom.com made up 0.04% of HoyleCohen's portfolio in Q2 2024, its #194 holding.
  • HoyleCohen first reported a position in LegalZoom.com in Q4 2021 and has held it in 11 quarters since.
  • HoyleCohen's LegalZoom.com position peaked at $900K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.