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Diversified Trust’s LivePerson LPSN Stock Holding History

Diversified Trust’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
-921
Closed -$53.8K – 915
2023
Q3 		$53.8K Buy
+921
New +$60.6K ﹤0.01% 803
2022
Q2 		– Sell
-619
Closed -$227K – 813
2022
Q1 		$227K Hold
619
– – 0.01% 718
2021
Q4 		$331K Sell
619
-213
-26% -$148K 0.01% 605
2021
Q3 		$735K Hold
832
– – 0.03% 293
2021
Q2 		$789K Hold
832
– – 0.03% 280
2021
Q1 		$658K Buy
832
+296
+55% +$274K 0.03% 295
2020
Q4 		$500K Buy
536
+211
+65% +$181K 0.02% 341
2020
Q3 		$253K Buy
+325
New +$244K 0.01% 495

Other funds holding LPSN

VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Jacobs Levy Equity Management
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
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

Diversified Trust's LPSN Position: Q4 2023 in Review

Diversified Trust sold out of LivePerson (LPSN) in Q4 2023, closing a stake of 921 shares — an estimated $53.8K sold.

Diversified Trust first reported a position in LPSN in Q3 2020 and held it in 8 quarters. The position peaked at $789K in Q2 2021. 131 funds tracked by Wall St. Rank hold LPSN as of Q4 2023.

  • Diversified Trust reported no remaining LivePerson position as of Q4 2023 after selling out during the quarter.
  • Diversified Trust sold 921 LivePerson shares in Q4 2023, an estimated $53.8K.
  • Diversified Trust first reported a position in LivePerson in Q3 2020 and held it in 8 quarters.
  • Diversified Trust's LivePerson position peaked at $789K in Q2 2021.
  • 131 funds tracked by Wall St. Rank held LivePerson as of Q4 2023.

Based on Diversified Trust's 13F filing for Q4 2023, filed 8 Jan 2024.