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Aperio Group’s LivePerson LPSN Stock Holding History

Aperio Group’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 		$2.81M Sell
3,016
-23
-0.8% -$19.8K 0.01% 1075
2020
Q3 		$2.37M Buy
3,039
+233
+8% +$175K 0.01% 1037
2020
Q2 		$1.74M Buy
2,806
+107
+4% +$49.8K 0.01% 1166
2020
Q1 		$921K Sell
2,699
-383
-12% -$186K ﹤0.01% 1344
2019
Q4 		$1.71M Sell
3,082
-85
-3% -$48.8K 0.01% 1166
2019
Q3 		$1.7M Buy
3,167
+156
+5% +$82.8K 0.01% 1127
2019
Q2 		$1.27M Sell
3,011
-23
-0.8% -$9.81K 0.01% 1268
2019
Q1 		$1.32M Hold
3,034
– – 0.01% 1225
2018
Q4 		$858K Sell
3,034
-149
-5% -$45.9K ﹤0.01% 1395
2018
Q3 		$1.24M Sell
3,183
-269
-8% -$99.2K 0.01% 1283
2018
Q2 		$1.09M Sell
3,452
-1,812
-34% -$512K 0.01% 1329
2018
Q1 		$1.29M Buy
5,264
+500
+10% +$100K 0.01% 1182
2017
Q4 		$822K Sell
4,764
-24
-0.5% -$4.49K ﹤0.01% 1426
2017
Q3 		$973K Buy
4,788
+155
+3% +$29.8K 0.01% 1282
2017
Q2 		$765K Buy
4,633
+220
+5% +$30.2K ﹤0.01% 1390
2017
Q1 		$453K Buy
4,413
+929
+27% +$99.3K ﹤0.01% 1604
2016
Q4 		$395K Buy
3,484
+232
+7% +$28.7K ﹤0.01% 1653
2016
Q3 		$410K Buy
3,252
+751
+30% +$85.6K ﹤0.01% 1568
2016
Q2 		$238K Buy
+2,501
New +$239K ﹤0.01% 1772

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

Aperio Group's LPSN Position: Q4 2020 in Review

Aperio Group reduced its LivePerson (LPSN) stake by 0.76% in Q4 2020, selling an estimated $19.8K and leaving 3,016 shares worth $2.81M. The position accounts for 0.01% of the portfolio, ranked #1075.

Aperio Group first reported a position in LPSN in Q2 2016 and has held it in 19 quarters since. 279 funds tracked by Wall St. Rank hold LPSN as of Q4 2020.

  • Aperio Group held 3,016 shares of LivePerson worth $2.81M as of Q4 2020.
  • Aperio Group sold 23 LivePerson shares in Q4 2020, an estimated $19.8K.
  • LivePerson made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1075 holding.
  • Aperio Group first reported a position in LivePerson in Q2 2016 and has held it in 19 quarters since.
  • 279 funds tracked by Wall St. Rank held LivePerson as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.