Massachusetts Financial Services
LZ icon

Massachusetts Financial Services’s LegalZoom.com LZ Stock Holding History

Massachusetts Financial Services’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
-1,408,366
Closed -$19.9M – 868
2022
Q1 		$19.9M Sell
1,408,366
-434,147
-24% -$6.53M 0.01% 582
2021
Q4 		$29.6M Buy
1,842,513
+313,328
+20% +$6.65M 0.01% 568
2021
Q3 		$40.4M Buy
1,529,185
+879,185
+135% +$30.9M 0.01% 538
2021
Q2 		$24.6M Buy
+650,000
New +$24.6M 0.01% 596

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
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services's LZ Position: Q2 2022 in Review

Massachusetts Financial Services sold out of LegalZoom.com (LZ) in Q2 2022, closing a stake of 1,408,366 shares — an estimated $19.9M sold.

Massachusetts Financial Services first reported a position in LZ in Q2 2021 and held it in 4 quarters. The position peaked at $40.4M in Q3 2021. 131 funds tracked by Wall St. Rank hold LZ as of Q2 2022.

  • Massachusetts Financial Services reported no remaining LegalZoom.com position as of Q2 2022 after selling out during the quarter.
  • Massachusetts Financial Services sold 1,408,366 LegalZoom.com shares in Q2 2022, an estimated $19.9M.
  • Massachusetts Financial Services first reported a position in LegalZoom.com in Q2 2021 and held it in 4 quarters.
  • Massachusetts Financial Services's LegalZoom.com position peaked at $40.4M in Q3 2021.
  • 131 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2022.

Based on Massachusetts Financial Services's 13F filing for Q2 2022, filed 9 Aug 2022.