LI
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LMCG Investments’s LivePerson LPSN Stock Holding History

LMCG Investments’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
Q2 		– Sell
-1,178
Closed -$77.9K – 298
2023
Q1 		$77.9K Sell
1,178
-8
-0.7% -$1.28K 0.01% 297
2022
Q4 		$180K Buy
1,186
+3
+0.3% +$481 0.01% 301
2022
Q3 		$167K Sell
1,183
-3
-0.3% -$575 0.01% 312
2022
Q2 		$252K Hold
1,186
– – 0.02% 302
2022
Q1 		$434K Buy
+1,186
New +$479K 0.03% 288

Other funds holding LPSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LMCG Investments's LPSN Position: Q2 2023 in Review

LMCG Investments sold out of LivePerson (LPSN) in Q2 2023, closing a stake of 1,178 shares — an estimated $77.9K sold.

LMCG Investments first reported a position in LPSN in Q1 2022 and held it in 5 quarters. The position peaked at $434K in Q1 2022. 146 funds tracked by Wall St. Rank hold LPSN as of Q2 2023.

  • LMCG Investments reported no remaining LivePerson position as of Q2 2023 after selling out during the quarter.
  • LMCG Investments sold 1,178 LivePerson shares in Q2 2023, an estimated $77.9K.
  • LMCG Investments first reported a position in LivePerson in Q1 2022 and held it in 5 quarters.
  • LMCG Investments's LivePerson position peaked at $434K in Q1 2022.
  • 146 funds tracked by Wall St. Rank held LivePerson as of Q2 2023.

Based on LMCG Investments's 13F filing for Q2 2023, filed 3 Aug 2023.