Premier Fund Managers’s LegalZoom.com LZ Stock Holding History

Premier Fund Managers’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	-35,795	Closed	-$475K	–	215
2024 Q1	$475K	Sell	35,795 -5,865	-14%	-$67.5K	0.02%	153
2023 Q4	$482K	Hold	41,660	–	–	0.02%	160
2023 Q3	$450K	Sell	41,660 -51,805	-55%	-$635K	0.02%	157
2023 Q2	$1.13M	Sell	93,465 -54,978	-37%	-$582K	0.04%	134
2023 Q1	$1.32M	Hold	148,443	–	–	0.05%	152
2022 Q4	$1.17M	Hold	148,443	–	–	0.05%	165
2022 Q3	$1.3M	Sell	148,443 -64,441	-30%	-$667K	0.1%	101
2022 Q2	$2.4M	Buy	212,884 +36,228	+21%	+$479K	0.11%	127
2022 Q1	$2.5M	Buy	+176,656	New	+$2.66M	0.09%	149

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 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 $690M AUM 42.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Premier Fund Managers's LZ Position: Q2 2024 in Review

Premier Fund Managers sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 35,795 shares — an estimated $475K sold.

Premier Fund Managers first reported a position in LZ in Q1 2022 and held it in 9 quarters. The position peaked at $2.5M in Q1 2022. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

Premier Fund Managers reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
Premier Fund Managers sold 35,795 LegalZoom.com shares in Q2 2024, an estimated $475K.
Premier Fund Managers first reported a position in LegalZoom.com in Q1 2022 and held it in 9 quarters.
Premier Fund Managers's LegalZoom.com position peaked at $2.5M in Q1 2022.
181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on Premier Fund Managers's 13F filing for Q2 2024, filed 13 Aug 2024.