Mitsubishi UFJ Asset Management’s LegalZoom.com LZ Stock Holding History

Mitsubishi UFJ 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 Q2	–	Sell	-90,600	Closed	-$1.21M	–	1585
2024 Q1	$1.21M	Hold	90,600	–	–	﹤0.01%	779
2023 Q4	$964K	Sell	90,600 -79,800	-47%	-$868K	﹤0.01%	813
2023 Q3	$1.86M	Hold	170,400	–	–	﹤0.01%	744
2023 Q2	$2.06M	Hold	170,400	–	–	﹤0.01%	734
2023 Q1	$1.6M	Hold	170,400	–	–	﹤0.01%	757
2022 Q4	$1.35M	Hold	170,400	–	–	﹤0.01%	773
2022 Q3	$1.46M	Hold	170,400	–	–	﹤0.01%	741
2022 Q2	$1.87M	Sell	170,400 -48,600	-22%	-$642K	0.01%	720
2022 Q1	$3.1M	Hold	219,000	–	–	0.01%	654
2021 Q4	$3.58M	Buy	219,000 +119,000	+119%	+$2.52M	0.01%	640
2021 Q3	$2.64M	Buy	+100,000	New	+$3.52M	0.01%	689

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Asset Management's LZ Position: Q2 2024 in Review

Mitsubishi UFJ Asset Management sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 90,600 shares — an estimated $1.21M sold.

Mitsubishi UFJ Asset Management first reported a position in LZ in Q3 2021 and held it in 11 quarters. The position peaked at $3.58M in Q4 2021. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

Mitsubishi UFJ Asset Management reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
Mitsubishi UFJ Asset Management sold 90,600 LegalZoom.com shares in Q2 2024, an estimated $1.21M.
Mitsubishi UFJ Asset Management first reported a position in LegalZoom.com in Q3 2021 and held it in 11 quarters.
Mitsubishi UFJ Asset Management's LegalZoom.com position peaked at $3.58M in Q4 2021.
181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.