Greenhaven Road Investment Management’s LiveVox Holding, Inc. Class A Common Stock LVOX Stock Holding History

Greenhaven Road Investment Management’s Portfolio LVOX Stock Details LVOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-150,000	Closed	-$443K	–	36
2022 Q3	$443K	Hold	150,000	–	–	0.27%	19
2022 Q2	$249K	Hold	150,000	–	–	0.13%	26
2022 Q1	$453K	Hold	150,000	–	–	0.15%	23
2021 Q4	$773K	Buy	+150,000	New	+$830K	0.17%	21

Other funds holding LVOX

GGPE

Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return

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

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

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

JGC

J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return

Oakmont Corp Los Angeles, California $503M AUM 0.36% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Greenhaven Road Investment Management's LVOX Position: Q4 2022 in Review

Greenhaven Road Investment Management sold out of LiveVox Holding, Inc. Class A Common Stock (LVOX) in Q4 2022, closing a stake of 150,000 shares — an estimated $443K sold.

Greenhaven Road Investment Management first reported a position in LVOX in Q4 2021 and held it in 4 quarters. The position peaked at $773K in Q4 2021. 51 funds tracked by Wall St. Rank hold LVOX as of Q4 2022.

Greenhaven Road Investment Management reported no remaining LiveVox Holding, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Greenhaven Road Investment Management sold 150,000 LiveVox Holding, Inc. Class A Common Stock shares in Q4 2022, an estimated $443K.
Greenhaven Road Investment Management first reported a position in LiveVox Holding, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Greenhaven Road Investment Management's LiveVox Holding, Inc. Class A Common Stock position peaked at $773K in Q4 2021.
51 funds tracked by Wall St. Rank held LiveVox Holding, Inc. Class A Common Stock as of Q4 2022.

Based on Greenhaven Road Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.