Canada Life’s LivePerson LPSN Stock Holding History

Canada Life’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
2023 Q4	–	Sell	-245	Closed	-$14K	–	2195
2023 Q3	$14K	Hold	245	–	–	﹤0.01%	2184
2023 Q2	$17K	Sell	245 -4,315	-95%	-$280K	﹤0.01%	2182
2023 Q1	$301K	Sell	4,560 -301	-6%	-$48.2K	﹤0.01%	1810
2022 Q4	$738K	Sell	4,861 -271	-5%	-$43.4K	﹤0.01%	1613
2022 Q3	$723K	Buy	5,132 +669	+15%	+$128K	﹤0.01%	1597
2022 Q2	$946K	Buy	4,463 +561	+14%	+$158K	﹤0.01%	1485
2022 Q1	$1.47M	Buy	3,902 +112	+3%	+$45.3K	﹤0.01%	1358
2021 Q4	$2.03M	Buy	3,790 +72	+2%	+$49.9K	﹤0.01%	1193
2021 Q3	$3.31M	Buy	3,718 +40	+1%	+$37.8K	0.01%	871
2021 Q2	$3.49M	Sell	3,678 -8	-0.2%	-$6.74K	0.01%	831
2021 Q1	$2.92M	Sell	3,686 -362	-9%	-$335K	0.01%	899
2020 Q4	$3.78M	Sell	4,048 -544	-12%	-$468K	0.01%	843
2020 Q3	$3.58M	Sell	4,592 -395	-8%	-$297K	0.01%	827
2020 Q2	$3.1M	Sell	4,987 -441	-8%	-$205K	0.01%	866
2020 Q1	$1.85M	Buy	5,428 +377	+7%	+$183K	0.01%	986
2019 Q4	$2.78M	Buy	+5,051	New	+$2.9M	0.01%	949
2019 Q3	–	Sell	-5,321	Closed	-$2.23M	–	1759
2019 Q2	$2.23M	Hold	5,321	–	–	0.01%	1116
2019 Q1	$2.31M	Buy	5,321 +414	+8%	+$155K	0.01%	964
2018 Q4	$1.28M	Buy	4,907 +291	+6%	+$89.7K	﹤0.01%	1285
2018 Q3	$1.8M	Hold	4,616	–	–	﹤0.01%	1238
2018 Q2	$1.46M	Sell	4,616 -25	-0.5%	-$7.07K	﹤0.01%	1373
2018 Q1	$1.14M	Sell	4,641 -270	-5%	-$54K	﹤0.01%	1457
2017 Q4	$847K	Hold	4,911	–	–	﹤0.01%	1579
2017 Q3	$983K	Sell	4,911 -53	-1%	-$10.2K	﹤0.01%	1523
2017 Q2	$816K	Buy	4,964 +480	+11%	+$65.9K	﹤0.01%	1579
2017 Q1	$457K	Hold	4,484	–	–	﹤0.01%	1725
2016 Q4	$508K	Hold	4,484	–	–	﹤0.01%	1682
2016 Q3	$565K	Buy	4,484 +501	+13%	+$57.1K	﹤0.01%	1631
2016 Q2	$380K	Buy	3,983 +3,881	+3,805%	+$371K	﹤0.01%	1714
2016 Q1	$9K	Hold	102	–	–	﹤0.01%	2412
2015 Q4	$10K	Hold	102	–	–	﹤0.01%	2426
2015 Q3	$12K	Hold	102	–	–	﹤0.01%	2380
2015 Q2	$15K	Hold	102	–	–	﹤0.01%	2492
2015 Q1	$16K	Hold	102	–	–	﹤0.01%	2372
2014 Q4	$22K	Hold	102	–	–	﹤0.01%	2320
2014 Q3	$19K	Hold	102	–	–	﹤0.01%	2322
2014 Q2	$15K	Hold	102	–	–	﹤0.01%	2274
2014 Q1	$18K	Hold	102	–	–	﹤0.01%	2148
2013 Q4	$23K	Buy	+102	New	+$16.9K	﹤0.01%	2104

Other funds holding LPSN

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

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

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

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

Canada Life's LPSN Position: Q4 2023 in Review

Canada Life sold out of LivePerson (LPSN) in Q4 2023, closing a stake of 245 shares — an estimated $14K sold.

Canada Life first reported a position in LPSN in Q4 2013 and held it in 39 quarters. The position peaked at $3.78M in Q4 2020. 131 funds tracked by Wall St. Rank hold LPSN as of Q4 2023.

Canada Life reported no remaining LivePerson position as of Q4 2023 after selling out during the quarter.
Canada Life sold 245 LivePerson shares in Q4 2023, an estimated $14K.
Canada Life first reported a position in LivePerson in Q4 2013 and held it in 39 quarters.
Canada Life's LivePerson position peaked at $3.78M in Q4 2020.
131 funds tracked by Wall St. Rank held LivePerson as of Q4 2023.

Based on Canada Life's 13F filing for Q4 2023, filed 13 Feb 2024.