PFM
LZ icon

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 $292M AUM 34.13% 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 $752M AUM 25.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return