Pearl River Capital’s LegalZoom.com LZ Stock Holding History

Pearl River Capital’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	-24,590	Closed	-$269K	–	557
2023 Q3	$269K	Buy	+24,590	New	+$302K	0.04%	426
2022 Q4	–	Sell	-32,881	Closed	-$282K	–	549
2022 Q3	$282K	Buy	32,881 +217	+0.7%	+$2.25K	0.05%	382
2022 Q2	$359K	Buy	32,664 +14,437	+79%	+$191K	0.08%	318
2022 Q1	$258K	Buy	+18,227	New	+$274K	0.07%	329

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pearl River Capital's LZ Position: Q4 2023 in Review

Pearl River Capital sold out of LegalZoom.com (LZ) in Q4 2023, closing a stake of 24,590 shares — an estimated $269K sold.

Pearl River Capital first reported a position in LZ in Q1 2022 and held it in 4 quarters. The position peaked at $359K in Q2 2022. 203 funds tracked by Wall St. Rank hold LZ as of Q4 2023.

Pearl River Capital reported no remaining LegalZoom.com position as of Q4 2023 after selling out during the quarter.
Pearl River Capital sold 24,590 LegalZoom.com shares in Q4 2023, an estimated $269K.
Pearl River Capital first reported a position in LegalZoom.com in Q1 2022 and held it in 4 quarters.
Pearl River Capital's LegalZoom.com position peaked at $359K in Q2 2022.
203 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2023.

Based on Pearl River Capital's 13F filing for Q4 2023, filed 13 Feb 2024.