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Monashee Investment Management’s LegalZoom.com LZ Stock Holding History

Monashee Investment 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
2023
Q4 		– Sell
-241,156
Closed -$2.64M – 69
2023
Q3 		$2.64M Buy
+241,156
New +$2.96M 1.1% 34
2021
Q3 		– Sell
-175,000
Closed -$6.62M – 327
2021
Q2 		$6.62M Buy
+175,000
New +$6.62M 0.79% 20

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Monashee Investment Management's LZ Position: Q4 2023 in Review

Monashee Investment Management sold out of LegalZoom.com (LZ) in Q4 2023, closing a stake of 241,156 shares — an estimated $2.64M sold.

Monashee Investment Management first reported a position in LZ in Q2 2021 and held it in 2 quarters. The position peaked at $6.62M in Q2 2021. 203 funds tracked by Wall St. Rank hold LZ as of Q4 2023.

  • Monashee Investment Management reported no remaining LegalZoom.com position as of Q4 2023 after selling out during the quarter.
  • Monashee Investment Management sold 241,156 LegalZoom.com shares in Q4 2023, an estimated $2.64M.
  • Monashee Investment Management first reported a position in LegalZoom.com in Q2 2021 and held it in 2 quarters.
  • Monashee Investment Management's LegalZoom.com position peaked at $6.62M in Q2 2021.
  • 203 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2023.

Based on Monashee Investment Management's 13F filing for Q4 2023, filed 12 Feb 2024.