Cutler Group’s LivePerson LPSN Stock Holding History

Cutler Group’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	-113	Closed	-$20K	–	5780
2021 Q3	$20K	Hold	113	–	–	﹤0.01%	3341
2021 Q2	$21K	Hold	113	–	–	﹤0.01%	3269
2021 Q1	$37K	Buy	+113	New	+$105K	﹤0.01%	2668
2020 Q2	–	Sell	-20	Closed	-$2K	–	4660
2020 Q1	$2K	Sell	20 -100	-83%	-$48.5K	﹤0.01%	3505
2019 Q4	$1K	Sell	120 -140	-54%	-$80.4K	﹤0.01%	3710
2019 Q3	$10K	Sell	260 -1,187	-82%	-$630K	﹤0.01%	2632
2019 Q2	$2K	Buy	+1,447	New	+$617K	﹤0.01%	3608
2018 Q1	–	Sell	-140	Closed	-$1K	–	4886
2017 Q4	$1K	Buy	+140	New	+$26.2K	﹤0.01%	4498
2017 Q2	–	Sell	-1,253	Closed	-$21K	–	6744
2017 Q1	$21K	Buy	+1,253	New	+$134K	﹤0.01%	3277
2016 Q3	–	Sell	-93	Closed	-$1K	–	7076
2016 Q2	$1K	Buy	+93	New	+$8.89K	﹤0.01%	6130
2016 Q1	–	Sell	-80	Closed	-$3K	–	6861
2015 Q4	$3K	Buy	+80	New	+$9.11K	﹤0.01%	5305

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

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

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

AIC

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Cutler Group's LPSN Position: Q3 2023 in Review

Cutler Group sold out of LivePerson (LPSN) in Q3 2023, closing a stake of 140 shares — an estimated $9K sold.

Cutler Group first reported a position in LPSN in Q4 2015 and held it in 20 quarters. The position peaked at $111K in Q1 2017. 136 funds tracked by Wall St. Rank hold LPSN as of Q3 2023.

Cutler Group reported no remaining LivePerson position as of Q3 2023 after selling out during the quarter.
Cutler Group sold 140 LivePerson shares in Q3 2023, an estimated $9K.
Cutler Group first reported a position in LivePerson in Q4 2015 and held it in 20 quarters.
Cutler Group's LivePerson position peaked at $111K in Q1 2017.
136 funds tracked by Wall St. Rank held LivePerson as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.