Marshall Wace North America’s LivePerson LPSN Stock Holding History

Marshall Wace North America’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 Q3	$1.9M	Buy	2,151 +1,703	+380%	+$1.61M	0.01%	741
2021 Q2	$425K	Buy	+448	New	+$378K	﹤0.01%	1209
2021 Q1	–	Sell	-2,420	Closed	-$2.26M	–	1660
2020 Q4	$2.26M	Buy	+2,420	New	+$2.08M	0.01%	725
2019 Q3	–	Sell	-1,496	Closed	-$629K	–	1432
2019 Q2	$629K	Buy	+1,496	New	+$638K	﹤0.01%	847
2018 Q3	–	Sell	-31,720	Closed	-$10M	–	1166
2018 Q2	$10M	Buy	31,720 +29,876	+1,620%	+$8.45M	0.06%	333
2018 Q1	$452K	Sell	1,844 -267	-13%	-$53.4K	﹤0.01%	1171
2017 Q4	$364K	Buy	+2,111	New	+$395K	﹤0.01%	1204
2013 Q4	$291K	Buy	+1,310	New	+$217K	0.01%	601

Other funds holding LPSN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Janus Henderson Group

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Mackenzie Financial

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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