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Advisory Research’s LivePerson LPSN Stock Holding History

Advisory Research’s Portfolio LPSN Stock Details LPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-261
Closed -$203K – 328
2020
Q3 		$203K Buy
+261
New +$196K 0.02% 298
2020
Q1 		– Sell
-2,266
Closed -$1.26M – 324
2019
Q4 		$1.26M Sell
2,266
-577
-20% -$331K 0.06% 158
2019
Q3 		$1.52M Buy
+2,843
New +$1.51M 0.07% 141

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Advisory Research's LPSN Position: Q4 2020 in Review

Advisory Research sold out of LivePerson (LPSN) in Q4 2020, closing a stake of 261 shares — an estimated $203K sold.

Advisory Research first reported a position in LPSN in Q3 2019 and held it in 3 quarters. The position peaked at $1.52M in Q3 2019. 279 funds tracked by Wall St. Rank hold LPSN as of Q4 2020.

  • Advisory Research reported no remaining LivePerson position as of Q4 2020 after selling out during the quarter.
  • Advisory Research sold 261 LivePerson shares in Q4 2020, an estimated $203K.
  • Advisory Research first reported a position in LivePerson in Q3 2019 and held it in 3 quarters.
  • Advisory Research's LivePerson position peaked at $1.52M in Q3 2019.
  • 279 funds tracked by Wall St. Rank held LivePerson as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.