SGI
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Summit Global Investments’s LegalZoom.com LZ Stock Holding History

Summit Global Investments’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
2022
Q1 		– Sell
-24,700
Closed -$397K – 523
2021
Q4 		$397K Buy
+24,700
New +$524K 0.03% 409

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

Summit Global Investments's LZ Position: Q1 2022 in Review

Summit Global Investments sold out of LegalZoom.com (LZ) in Q1 2022, closing a stake of 24,700 shares — an estimated $397K sold.

Summit Global Investments first reported a position in LZ in Q4 2021 and held it in 1 quarter. The position peaked at $397K in Q4 2021. 120 funds tracked by Wall St. Rank hold LZ as of Q1 2022.

  • Summit Global Investments reported no remaining LegalZoom.com position as of Q1 2022 after selling out during the quarter.
  • Summit Global Investments sold 24,700 LegalZoom.com shares in Q1 2022, an estimated $397K.
  • Summit Global Investments first reported a position in LegalZoom.com in Q4 2021 and held it in 1 quarter.
  • Summit Global Investments's LegalZoom.com position peaked at $397K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2022.

Based on Summit Global Investments's 13F filing for Q1 2022, filed 29 Apr 2022.