Essex Investment Management’s LivePerson LPSN Stock Holding History

Essex 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 Q1	–	Sell	-1,378	Closed	-$1.29M	–	489
2020 Q4	$1.29M	Sell	1,378 -419	-23%	-$360K	0.16%	200
2020 Q3	$1.4M	Buy	1,797 +184	+11%	+$138K	0.2%	161
2020 Q2	$1M	Buy	+1,613	New	+$751K	0.16%	197
2020 Q1	–	Sell	-3,400	Closed	-$1.89M	–	435
2019 Q4	$1.89M	Hold	3,400	–	–	0.23%	144
2019 Q3	$1.82M	Hold	3,400	–	–	0.26%	116
2019 Q2	$1.43M	Hold	3,400	–	–	0.2%	176
2019 Q1	$1.48M	Buy	+3,400	New	+$1.27M	0.22%	148
2016 Q3	–	Sell	-5,413	Closed	-$515K	–	349
2016 Q2	$515K	Buy	+5,413	New	+$517K	0.09%	231

Other funds holding LPSN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

GIM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's LPSN Position: Q1 2021 in Review

Essex Investment Management sold out of LivePerson (LPSN) in Q1 2021, closing a stake of 1,378 shares — an estimated $1.29M sold.

Essex Investment Management first reported a position in LPSN in Q2 2016 and held it in 8 quarters. The position peaked at $1.89M in Q4 2019. 268 funds tracked by Wall St. Rank hold LPSN as of Q1 2021.

Essex Investment Management reported no remaining LivePerson position as of Q1 2021 after selling out during the quarter.
Essex Investment Management sold 1,378 LivePerson shares in Q1 2021, an estimated $1.29M.
Essex Investment Management first reported a position in LivePerson in Q2 2016 and held it in 8 quarters.
Essex Investment Management's LivePerson position peaked at $1.89M in Q4 2019.
268 funds tracked by Wall St. Rank held LivePerson as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.