Wellington Management Group
LZ icon

Wellington Management Group’s LegalZoom.com LZ Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-2,734,836
Closed -$22.9M – 1986
2024
Q2 		$22.9M Buy
2,734,836
+78,320
+3% +$806K ﹤0.01% 912
2024
Q1 		$35.4M Buy
2,656,516
+682,280
+35% +$7.86M 0.01% 807
2023
Q4 		$22.3M Buy
1,974,236
+775,775
+65% +$8.44M ﹤0.01% 912
2023
Q3 		$13.1M Buy
1,198,461
+208,030
+21% +$2.55M ﹤0.01% 1031
2023
Q2 		$12M Buy
990,431
+570,315
+136% +$6.03M ﹤0.01% 1063
2023
Q1 		$3.94M Buy
420,116
+10,903
+3% +$92.3K ﹤0.01% 1341
2022
Q4 		$3.17M Buy
409,213
+63
+0% +$547 ﹤0.01% 1388
2022
Q3 		$3.51M Buy
409,150
+156,521
+62% +$1.62M ﹤0.01% 1377
2022
Q2 		$2.78M Buy
252,629
+135,054
+115% +$1.78M ﹤0.01% 1477
2022
Q1 		$1.66M Sell
117,575
-406,435
-78% -$6.11M ﹤0.01% 1639
2021
Q4 		$8.42M Buy
524,010
+12,434
+2% +$264K ﹤0.01% 1303
2021
Q3 		$13.5M Sell
511,576
-441,340
-46% -$15.5M ﹤0.01% 1187
2021
Q2 		$36.1M Buy
+952,916
New +$36.1M 0.01% 935

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group's LZ Position: Q3 2024 in Review

Wellington Management Group sold out of LegalZoom.com (LZ) in Q3 2024, closing a stake of 2,734,836 shares — an estimated $22.9M sold.

Wellington Management Group first reported a position in LZ in Q2 2021 and held it in 13 quarters. The position peaked at $36.1M in Q2 2021. 184 funds tracked by Wall St. Rank hold LZ as of Q3 2024.

  • Wellington Management Group reported no remaining LegalZoom.com position as of Q3 2024 after selling out during the quarter.
  • Wellington Management Group sold 2,734,836 LegalZoom.com shares in Q3 2024, an estimated $22.9M.
  • Wellington Management Group first reported a position in LegalZoom.com in Q2 2021 and held it in 13 quarters.
  • Wellington Management Group's LegalZoom.com position peaked at $36.1M in Q2 2021.
  • 184 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2024.

Based on Wellington Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.