Meristem Family Wealth’s LivePerson LPSN Stock Holding History

Meristem Family Wealth’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 Q4	–	Sell	-299	Closed	-$264K	–	415
2021 Q3	$264K	Hold	299	–	–	0.03%	342
2021 Q2	$284K	Hold	299	–	–	0.04%	260
2021 Q1	$237K	Sell	299 -21	-7%	-$19.5K	0.05%	205
2020 Q4	$299K	Hold	320	–	–	0.06%	174
2020 Q3	$250K	Buy	+320	New	+$240K	0.06%	162

Other funds holding LPSN

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Meristem Family Wealth's LPSN Position: Q4 2021 in Review

Meristem Family Wealth sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 299 shares — an estimated $264K sold.

Meristem Family Wealth first reported a position in LPSN in Q3 2020 and held it in 5 quarters. The position peaked at $299K in Q4 2020. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

Meristem Family Wealth reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
Meristem Family Wealth sold 299 LivePerson shares in Q4 2021, an estimated $264K.
Meristem Family Wealth first reported a position in LivePerson in Q3 2020 and held it in 5 quarters.
Meristem Family Wealth's LivePerson position peaked at $299K in Q4 2020.
234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.