CIM
LPSN icon

CIM Investment Management’s LivePerson LPSN Stock Holding History

CIM Investment Management’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
2021
Q4 		– Sell
-334
Closed -$295K – 311
2021
Q3 		$295K Hold
334
– – 0.09% 203
2021
Q2 		$317K Hold
334
– – 0.1% 199
2021
Q1 		$264K Buy
+334
New +$309K 0.08% 230
2014
Q3 		– Sell
-975
Closed -$148K – 208
2014
Q2 		$148K Buy
+975
New +$146K 0.07% 173

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

CIM Investment Management's LPSN Position: Q4 2021 in Review

CIM Investment Management sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 334 shares — an estimated $295K sold.

CIM Investment Management first reported a position in LPSN in Q2 2014 and held it in 4 quarters. The position peaked at $317K in Q2 2021. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

  • CIM Investment Management reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
  • CIM Investment Management sold 334 LivePerson shares in Q4 2021, an estimated $295K.
  • CIM Investment Management first reported a position in LivePerson in Q2 2014 and held it in 4 quarters.
  • CIM Investment Management's LivePerson position peaked at $317K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on CIM Investment Management's 13F filing for Q4 2021, filed 2 Feb 2022.