Edgestream Partners’s LivePerson LPSN Stock Holding History

Edgestream Partners’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 Q3	–	Sell	-4,018	Closed	-$852K	–	545
2022 Q2	$852K	Sell	4,018 -1,467	-27%	-$413K	0.07%	348
2022 Q1	$2.01M	Buy	5,485 +3,418	+165%	+$1.38M	0.16%	213
2021 Q4	$1.11M	Sell	2,067 -170	-8%	-$118K	0.07%	302
2021 Q3	$1.98M	Buy	+2,237	New	+$2.11M	0.12%	241

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

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

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

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Edgestream Partners's LPSN Position: Q3 2022 in Review

Edgestream Partners sold out of LivePerson (LPSN) in Q3 2022, closing a stake of 4,018 shares — an estimated $852K sold.

Edgestream Partners first reported a position in LPSN in Q3 2021 and held it in 4 quarters. The position peaked at $2.01M in Q1 2022. 183 funds tracked by Wall St. Rank hold LPSN as of Q3 2022.

Edgestream Partners reported no remaining LivePerson position as of Q3 2022 after selling out during the quarter.
Edgestream Partners sold 4,018 LivePerson shares in Q3 2022, an estimated $852K.
Edgestream Partners first reported a position in LivePerson in Q3 2021 and held it in 4 quarters.
Edgestream Partners's LivePerson position peaked at $2.01M in Q1 2022.
183 funds tracked by Wall St. Rank held LivePerson as of Q3 2022.

Based on Edgestream Partners's 13F filing for Q3 2022, filed 14 Nov 2022.