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Brinker Capital’s LivePerson LPSN Stock Holding History

Brinker Capital’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
Q2 		$316K Buy
+509
New +$237K 0.01% 811
2020
Q1 		– Sell
-447
Closed -$248K – 955
2019
Q4 		$248K Buy
447
+10
+2% +$5.74K 0.01% 884
2019
Q3 		$234K Buy
+437
New +$232K 0.01% 881

Other funds holding LPSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $63.1B AUM 35.51% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $100B AUM 36.93% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Brinker Capital's LPSN Position: Q2 2020 in Review

Brinker Capital opened a new position in LivePerson (LPSN) in Q2 2020: 509 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #811 among its holdings. This is a return to the name: Brinker Capital previously reported a position in LPSN as recently as Q4 2019.

Brinker Capital first reported a position in LPSN in Q3 2019 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold LPSN as of Q2 2020.

  • Brinker Capital held 509 shares of LivePerson worth $316K as of Q2 2020.
  • LivePerson was a new Brinker Capital position in Q2 2020.
  • LivePerson made up 0.01% of Brinker Capital's portfolio in Q2 2020, its #811 holding.
  • Brinker Capital first reported a position in LivePerson in Q3 2019 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held LivePerson as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.