Phoenix Financial’s LivePerson LPSN Stock Holding History

Phoenix Financial’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 Q3	–	Sell	-29,251	Closed	-$1.98M	–	345
2023 Q2	$1.98M	Buy	29,251 +278	+1%	+$18K	0.04%	166
2023 Q1	$1.92M	Buy	+28,973	New	+$4.64M	0.04%	149
2022 Q4	–	Sell	-5,105	Closed	-$741K	–	317
2022 Q3	$741K	Buy	+5,105	New	+$978K	0.02%	223
2022 Q1	–	Sell	-2,290	Closed	-$1.24M	–	431
2021 Q4	$1.24M	Buy	+2,290	New	+$1.59M	0.02%	232
2020 Q4	–	Sell	-2,351	Closed	-$1.73M	–	400
2020 Q3	$1.73M	Buy	+2,351	New	+$1.76M	0.07%	170
2020 Q1	–	Sell	-4,963	Closed	-$2.72M	–	319
2019 Q4	$2.72M	Sell	4,963 -1,347	-21%	-$773K	0.11%	128
2019 Q3	$3.32M	Buy	+6,310	New	+$3.35M	0.16%	109

Other funds holding LPSN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's LPSN Position: Q3 2023 in Review

Phoenix Financial sold out of LivePerson (LPSN) in Q3 2023, closing a stake of 29,251 shares — an estimated $1.98M sold.

Phoenix Financial first reported a position in LPSN in Q3 2019 and held it in 7 quarters. The position peaked at $3.32M in Q3 2019. 136 funds tracked by Wall St. Rank hold LPSN as of Q3 2023.

Phoenix Financial reported no remaining LivePerson position as of Q3 2023 after selling out during the quarter.
Phoenix Financial sold 29,251 LivePerson shares in Q3 2023, an estimated $1.98M.
Phoenix Financial first reported a position in LivePerson in Q3 2019 and held it in 7 quarters.
Phoenix Financial's LivePerson position peaked at $3.32M in Q3 2019.
136 funds tracked by Wall St. Rank held LivePerson as of Q3 2023.

Based on Phoenix Financial's 13F filing for Q3 2023, filed 13 Nov 2023.