Everence Capital Management’s LivePerson LPSN Stock Holding History

Everence Capital 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
2023 Q3	–	Sell	-1,528	Closed	-$84K	–	771
2023 Q2	$84K	Buy	+1,528	New	+$99.1K	0.01%	718
2022 Q2	–	Sell	-633	Closed	-$232K	–	741
2022 Q1	$232K	Hold	633	–	–	0.02%	648
2021 Q4	$339K	Hold	633	–	–	0.03%	551
2021 Q3	$560K	Hold	633	–	–	0.05%	363
2021 Q2	$601K	Hold	633	–	–	0.05%	341
2021 Q1	$501K	Hold	633	–	–	0.05%	372
2020 Q4	$591K	Hold	633	–	–	0.06%	294
2020 Q3	$494K	Hold	633	–	–	0.05%	290
2020 Q2	$356K	Hold	633	–	–	0.04%	401
2020 Q1	$216K	Hold	633	–	–	0.03%	489
2019 Q4	$352K	Hold	633	–	–	0.05%	421
2019 Q3	$339K	Hold	633	–	–	0.05%	389
2019 Q2	$266K	Hold	633	–	–	0.04%	457
2019 Q1	$276K	Buy	+633	New	+$237K	0.05%	441

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

Everence Capital Management's LPSN Position: Q3 2023 in Review

Everence Capital Management sold out of LivePerson (LPSN) in Q3 2023, closing a stake of 1,528 shares — an estimated $84K sold.

Everence Capital Management first reported a position in LPSN in Q1 2019 and held it in 14 quarters. The position peaked at $601K in Q2 2021. 136 funds tracked by Wall St. Rank hold LPSN as of Q3 2023.

Everence Capital Management reported no remaining LivePerson position as of Q3 2023 after selling out during the quarter.
Everence Capital Management sold 1,528 LivePerson shares in Q3 2023, an estimated $84K.
Everence Capital Management first reported a position in LivePerson in Q1 2019 and held it in 14 quarters.
Everence Capital Management's LivePerson position peaked at $601K in Q2 2021.
136 funds tracked by Wall St. Rank held LivePerson as of Q3 2023.

Based on Everence Capital Management's 13F filing for Q3 2023, filed 16 Oct 2023.