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Howe & Rusling’s LivePerson LPSN Stock Holding History

Howe & Rusling’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
2020
Q2 		– Sell
-8
Closed -$3K – 856
2020
Q1 		$3K Sell
8
-1
-11% -$485 ﹤0.01% 574
2019
Q4 		$5K Hold
9
– – ﹤0.01% 552
2019
Q3 		$5K Hold
9
– – ﹤0.01% 553
2019
Q2 		$4K Hold
9
– – ﹤0.01% 568
2019
Q1 		$4K Buy
9
+4
+80% +$1.5K ﹤0.01% 574
2018
Q4 		$1K Buy
+5
New +$1.54K ﹤0.01% 747

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Howe & Rusling's LPSN Position: Q2 2020 in Review

Howe & Rusling sold out of LivePerson (LPSN) in Q2 2020, closing a stake of 8 shares — an estimated $3K sold.

Howe & Rusling first reported a position in LPSN in Q4 2018 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 208 funds tracked by Wall St. Rank hold LPSN as of Q2 2020.

  • Howe & Rusling reported no remaining LivePerson position as of Q2 2020 after selling out during the quarter.
  • Howe & Rusling sold 8 LivePerson shares in Q2 2020, an estimated $3K.
  • Howe & Rusling first reported a position in LivePerson in Q4 2018 and held it in 6 quarters.
  • Howe & Rusling's LivePerson position peaked at $5K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held LivePerson as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.