Stifel Financial
LZ icon

Stifel Financial’s LegalZoom.com LZ Stock Holding History

Stifel Financial’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
-78,711
Closed -$1.05M – 3422
2024
Q1 		$1.05M Sell
78,711
-23,845
-23% -$275K ﹤0.01% 2152
2023
Q4 		$1.16M Sell
102,556
-2,642
-3% -$28.8K ﹤0.01% 2047
2023
Q3 		$1.15M Sell
105,198
-4,906
-4% -$60.2K ﹤0.01% 1958
2023
Q2 		$1.33M Buy
110,104
+3,928
+4% +$41.6K ﹤0.01% 1898
2023
Q1 		$996K Buy
106,176
+2,342
+2% +$19.8K ﹤0.01% 2064
2022
Q4 		$804K Sell
103,834
-6,076
-6% -$52.7K ﹤0.01% 2165
2022
Q3 		$942K Buy
109,910
+18,810
+21% +$195K ﹤0.01% 2005
2022
Q2 		$1M Sell
91,100
-5,388
-6% -$71.2K ﹤0.01% 1995
2022
Q1 		$1.36M Buy
96,488
+37,816
+64% +$569K ﹤0.01% 1897
2021
Q4 		$943K Buy
+58,672
New +$1.24M ﹤0.01% 2174

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

Stifel Financial's LZ Position: Q2 2024 in Review

Stifel Financial sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 78,711 shares — an estimated $1.05M sold.

Stifel Financial first reported a position in LZ in Q4 2021 and held it in 10 quarters. The position peaked at $1.36M in Q1 2022. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

  • Stifel Financial reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 78,711 LegalZoom.com shares in Q2 2024, an estimated $1.05M.
  • Stifel Financial first reported a position in LegalZoom.com in Q4 2021 and held it in 10 quarters.
  • Stifel Financial's LegalZoom.com position peaked at $1.36M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.