Brown Advisory’s LivePerson LPSN Stock Holding History

Brown Advisory’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 Q1	–	Sell	-377	Closed	-$209K	–	998
2019 Q4	$209K	Buy	+377	New	+$216K	﹤0.01%	980
2019 Q2	–	Sell	-1,445	Closed	-$629K	–	1169
2019 Q1	$629K	Buy	1,445 +641	+80%	+$240K	﹤0.01%	922
2018 Q4	$227K	Sell	804 -615	-43%	-$190K	﹤0.01%	1144
2018 Q3	$553K	Buy	+1,419	New	+$523K	﹤0.01%	971

Other funds holding LPSN

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

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

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

GIM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Brown Advisory's LPSN Position: Q1 2020 in Review

Brown Advisory sold out of LivePerson (LPSN) in Q1 2020, closing a stake of 377 shares — an estimated $209K sold.

Brown Advisory first reported a position in LPSN in Q3 2018 and held it in 4 quarters. The position peaked at $629K in Q1 2019. 181 funds tracked by Wall St. Rank hold LPSN as of Q1 2020.

Brown Advisory reported no remaining LivePerson position as of Q1 2020 after selling out during the quarter.
Brown Advisory sold 377 LivePerson shares in Q1 2020, an estimated $209K.
Brown Advisory first reported a position in LivePerson in Q3 2018 and held it in 4 quarters.
Brown Advisory's LivePerson position peaked at $629K in Q1 2019.
181 funds tracked by Wall St. Rank held LivePerson as of Q1 2020.

Based on Brown Advisory's 13F filing for Q1 2020, filed 15 May 2020.