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

Sandia 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
2024
Q1 		– Sell
-2,990
Closed -$33.8K – 154
2023
Q4 		$33.8K Sell
2,990
-2,010
-40% -$21.9K 0.02% 135
2023
Q3 		$54.7K Buy
+5,000
New +$61.3K 0.01% 174

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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sandia Investment Management's LZ Position: Q1 2024 in Review

Sandia Investment Management sold out of LegalZoom.com (LZ) in Q1 2024, closing a stake of 2,990 shares — an estimated $33.8K sold.

Sandia Investment Management first reported a position in LZ in Q3 2023 and held it in 2 quarters. The position peaked at $54.7K in Q3 2023. 195 funds tracked by Wall St. Rank hold LZ as of Q1 2024.

  • Sandia Investment Management reported no remaining LegalZoom.com position as of Q1 2024 after selling out during the quarter.
  • Sandia Investment Management sold 2,990 LegalZoom.com shares in Q1 2024, an estimated $33.8K.
  • Sandia Investment Management first reported a position in LegalZoom.com in Q3 2023 and held it in 2 quarters.
  • Sandia Investment Management's LegalZoom.com position peaked at $54.7K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2024.

Based on Sandia Investment Management's 13F filing for Q1 2024, filed 15 May 2024.