Crossmark Global Holdings’s LivePerson LPSN Stock Holding History

Crossmark Global Holdings’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	-410	Closed	-$220K	–	1368
2021 Q4	$220K	Sell	410 -281	-41%	-$195K	﹤0.01%	1301
2021 Q3	$611K	Sell	691 -6	-0.9%	-$5.66K	0.01%	818
2021 Q2	$661K	Buy	697 +1	+0.1%	+$843	0.02%	776
2021 Q1	$551K	Buy	696 +5	+0.7%	+$4.63K	0.01%	852
2020 Q4	$645K	Buy	691 +120	+21%	+$103K	0.02%	735
2020 Q3	$445K	Buy	571 +7	+1%	+$5.25K	0.01%	821
2020 Q2	$350K	Buy	+564	New	+$263K	0.01%	927
2020 Q1	–	Sell	-519	Closed	-$288K	–	1332
2019 Q4	$288K	Buy	+519	New	+$298K	0.01%	1143
2018 Q4	–	Sell	-543	Closed	-$211K	–	1480
2018 Q3	$211K	Buy	+543	New	+$200K	0.01%	1520

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

Crossmark Global Holdings's LPSN Position: Q1 2022 in Review

Crossmark Global Holdings sold out of LivePerson (LPSN) in Q1 2022, closing a stake of 410 shares — an estimated $220K sold.

Crossmark Global Holdings first reported a position in LPSN in Q3 2018 and held it in 9 quarters. The position peaked at $661K in Q2 2021. 212 funds tracked by Wall St. Rank hold LPSN as of Q1 2022.

Crossmark Global Holdings reported no remaining LivePerson position as of Q1 2022 after selling out during the quarter.
Crossmark Global Holdings sold 410 LivePerson shares in Q1 2022, an estimated $220K.
Crossmark Global Holdings first reported a position in LivePerson in Q3 2018 and held it in 9 quarters.
Crossmark Global Holdings's LivePerson position peaked at $661K in Q2 2021.
212 funds tracked by Wall St. Rank held LivePerson as of Q1 2022.

Based on Crossmark Global Holdings's 13F filing for Q1 2022, filed 11 May 2022.