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Portman Ltd’s LegalZoom.com LZ Stock Holding History

Portman Ltd’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
-150,784
Closed -$2.01M – 7
2024
Q1 		$2.01M Hold
150,784
– – 2.7% 5
2023
Q4 		$1.7M Buy
+150,784
New +$1.64M 1.9% 5
2022
Q3 		– Sell
-75,435
Closed -$829K – 7
2022
Q2 		$829K Buy
+75,435
New +$997K 1.23% 4
2022
Q1 		– Sell
-56,302
Closed -$905K – 8
2021
Q4 		$905K Buy
+56,302
New +$1.19M 0.88% 9

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 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 $690M AUM 42.34% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Portman Ltd's LZ Position: Q2 2024 in Review

Portman Ltd sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 150,784 shares — an estimated $2.01M sold.

Portman Ltd first reported a position in LZ in Q4 2021 and held it in 4 quarters. The position peaked at $2.01M in Q1 2024. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

  • Portman Ltd reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
  • Portman Ltd sold 150,784 LegalZoom.com shares in Q2 2024, an estimated $2.01M.
  • Portman Ltd first reported a position in LegalZoom.com in Q4 2021 and held it in 4 quarters.
  • Portman Ltd's LegalZoom.com position peaked at $2.01M in Q1 2024.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on Portman Ltd's 13F filing for Q2 2024, filed 13 Aug 2024.