UBS O'Connor’s LegalZoom.com LZ Stock Holding History

UBS O'Connor’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
2021 Q3	–	Sell	-6,680	Closed	-$253K	–	961
2021 Q2	$253K	Buy	+6,680	New	+$253K	﹤0.01%	686

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

KDA

KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $903M AUM 113.12% 1-Year Est. Return

UBS O'Connor's LZ Position: Q3 2021 in Review

UBS O'Connor sold out of LegalZoom.com (LZ) in Q3 2021, closing a stake of 6,680 shares — an estimated $253K sold.

UBS O'Connor first reported a position in LZ in Q2 2021 and held it in 1 quarter. The position peaked at $253K in Q2 2021. 88 funds tracked by Wall St. Rank hold LZ as of Q3 2021.

UBS O'Connor reported no remaining LegalZoom.com position as of Q3 2021 after selling out during the quarter.
UBS O'Connor sold 6,680 LegalZoom.com shares in Q3 2021, an estimated $253K.
UBS O'Connor first reported a position in LegalZoom.com in Q2 2021 and held it in 1 quarter.
UBS O'Connor's LegalZoom.com position peaked at $253K in Q2 2021.
88 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2021.

Based on UBS O'Connor's 13F filing for Q3 2021, filed 12 Nov 2021.