MC
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Miles Capital’s LivePerson LPSN Stock Holding History

Miles Capital’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
Q1 		– Sell
-380
Closed -$211K – 160
2019
Q4 		$211K Sell
380
-212
-36% -$122K 0.17% 174
2019
Q3 		$317K Sell
592
-16
-3% -$8.5K 0.26% 102
2019
Q2 		$256K Sell
608
-410
-40% -$175K 0.21% 124
2019
Q1 		$443K Sell
1,018
-27
-3% -$10.1K 0.38% 71
2018
Q4 		$295K Buy
1,045
+23
+2% +$7.09K 0.29% 94
2018
Q3 		$398K Buy
1,022
+4
+0.4% +$1.48K 0.32% 82
2018
Q2 		$322K Hold
1,018
– – 0.2% 103
2018
Q1 		$250K Buy
1,018
+38
+4% +$7.6K 0.14% 159
2017
Q4 		$169K Buy
+980
New +$183K 0.1% 183

Other funds holding LPSN

BlackRock
BlackRock New York $5.7T 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return