Principal Financial Group
LPSN icon

Principal Financial Group’s LivePerson LPSN Stock Holding History

Principal Financial Group’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
-28,178
Closed -$1.86M – 2462
2023
Q1 		$1.86M Sell
28,178
-596
-2% -$95.5K ﹤0.01% 1778
2022
Q4 		$4.38M Buy
28,774
+68
+0.2% +$10.9K ﹤0.01% 1581
2022
Q3 		$4.06M Sell
28,706
-247
-0.9% -$47.3K ﹤0.01% 1564
2022
Q2 		$6.14M Sell
28,953
-1,510
-5% -$425K ﹤0.01% 1484
2022
Q1 		$11.2M Buy
30,463
+525
+2% +$212K 0.01% 1307
2021
Q4 		$16M Sell
29,938
-450
-1% -$312K 0.01% 1106
2021
Q3 		$26.9M Buy
30,388
+135
+0.4% +$127K 0.02% 717
2021
Q2 		$28.7M Buy
30,253
+482
+2% +$406K 0.02% 694
2021
Q1 		$23.6M Buy
29,771
+192
+0.6% +$178K 0.02% 787
2020
Q4 		$27.6M Sell
29,579
-388
-1% -$334K 0.02% 599
2020
Q3 		$23.4M Sell
29,967
-1,359
-4% -$1.02M 0.02% 592
2020
Q2 		$19.5M Buy
31,326
+188
+0.6% +$87.5K 0.02% 665
2020
Q1 		$10.6M Sell
31,138
-1,689
-5% -$819K 0.01% 871
2019
Q4 		$18.2M Buy
32,827
+314
+1% +$180K 0.02% 872
2019
Q3 		$17.4M Buy
32,513
+615
+2% +$327K 0.02% 863
2019
Q2 		$13.4M Buy
31,898
+386
+1% +$165K 0.01% 1064
2019
Q1 		$13.7M Sell
31,512
-66
-0.2% -$24.7K 0.01% 1025
2018
Q4 		$8.93M Sell
31,578
-312
-1% -$96.2K 0.01% 1239
2018
Q3 		$12.4M Buy
31,890
+2,083
+7% +$768K 0.01% 1193
2018
Q2 		$9.43M Buy
29,807
+1,824
+7% +$516K 0.01% 1339
2018
Q1 		$6.86M Buy
27,983
+663
+2% +$133K 0.01% 1437
2017
Q4 		$4.71M Buy
27,320
+77
+0.3% +$14.4K ﹤0.01% 1588
2017
Q3 		$5.54M Sell
27,243
-749
-3% -$144K 0.01% 1528
2017
Q2 		$4.62M Buy
27,992
+271
+1% +$37.2K ﹤0.01% 1571
2017
Q1 		$2.85M Buy
27,721
+950
+4% +$102K ﹤0.01% 1681
2016
Q4 		$3.03M Buy
26,771
+437
+2% +$54K ﹤0.01% 1649
2016
Q3 		$3.32M Buy
26,334
+2,468
+10% +$281K ﹤0.01% 1594
2016
Q2 		$2.27M Buy
23,866
+1,364
+6% +$130K ﹤0.01% 1632
2016
Q1 		$1.98M Buy
22,502
+195
+0.9% +$16.1K ﹤0.01% 1640
2015
Q4 		$2.26M Buy
22,307
+1,685
+8% +$192K ﹤0.01% 1608
2015
Q3 		$2.34M Sell
20,622
-461
-2% -$62.4K ﹤0.01% 1604
2015
Q2 		$3.1M Sell
21,083
-504
-2% -$73.3K ﹤0.01% 1579
2015
Q1 		$3.31M Buy
21,587
+1,503
+7% +$254K ﹤0.01% 1531
2014
Q4 		$4.25M Sell
20,084
-300
-1% -$61.6K 0.01% 1460
2014
Q3 		$3.85M Sell
20,384
-815
-4% -$145K 0.01% 1463
2014
Q2 		$3.23M Buy
21,199
+281
+1% +$42K 0.01% 1586
2014
Q1 		$3.79M Buy
20,918
+1,752
+9% +$351K 0.01% 1485
2013
Q4 		$4.26M Buy
19,166
+1,230
+7% +$204K 0.01% 1436
2013
Q3 		$2.54M Buy
17,936
+490
+3% +$71.5K 0.01% 1586
2013
Q2 		$2.34M Buy
+17,446
New +$2.82M 0.01% 1554

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

Principal Financial Group's LPSN Position: Q2 2023 in Review

Principal Financial Group sold out of LivePerson (LPSN) in Q2 2023, closing a stake of 28,178 shares — an estimated $1.86M sold.

Principal Financial Group first reported a position in LPSN in Q2 2013 and held it in 40 quarters. The position peaked at $28.7M in Q2 2021. 146 funds tracked by Wall St. Rank hold LPSN as of Q2 2023.

  • Principal Financial Group reported no remaining LivePerson position as of Q2 2023 after selling out during the quarter.
  • Principal Financial Group sold 28,178 LivePerson shares in Q2 2023, an estimated $1.86M.
  • Principal Financial Group first reported a position in LivePerson in Q2 2013 and held it in 40 quarters.
  • Principal Financial Group's LivePerson position peaked at $28.7M in Q2 2021.
  • 146 funds tracked by Wall St. Rank held LivePerson as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.