Brinker Capital Investments’s LivePerson LPSN Stock Holding History

Brinker Capital Investments’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
2022 Q1	–	Sell	-594	Closed	-$318K	–	1404
2021 Q4	$318K	Sell	594 -236	-28%	-$164K	﹤0.01%	1224
2021 Q3	$787K	Hold	830	–	–	0.01%	844
2021 Q2	$787K	Buy	830 +163	+24%	+$137K	0.01%	898
2021 Q1	$528K	Sell	667 -166	-20%	-$154K	0.01%	887
2020 Q4	$778K	Buy	833 +404	+94%	+$347K	0.01%	736
2020 Q3	$335K	Buy	+429	New	+$322K	0.01%	992

Other funds holding LPSN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Brinker Capital Investments's LPSN Position: Q1 2022 in Review

Brinker Capital Investments sold out of LivePerson (LPSN) in Q1 2022, closing a stake of 594 shares — an estimated $318K sold.

Brinker Capital Investments first reported a position in LPSN in Q3 2020 and held it in 6 quarters. The position peaked at $787K in Q3 2021. 212 funds tracked by Wall St. Rank hold LPSN as of Q1 2022.

Brinker Capital Investments reported no remaining LivePerson position as of Q1 2022 after selling out during the quarter.
Brinker Capital Investments sold 594 LivePerson shares in Q1 2022, an estimated $318K.
Brinker Capital Investments first reported a position in LivePerson in Q3 2020 and held it in 6 quarters.
Brinker Capital Investments's LivePerson position peaked at $787K in Q3 2021.
212 funds tracked by Wall St. Rank held LivePerson as of Q1 2022.

Based on Brinker Capital Investments's 13F filing for Q1 2022, filed 16 May 2022.