Prudent Man Advisors’s LivePerson LPSN Stock Holding History

Prudent Man Advisors’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	-363	Closed	-$321K	–	197
2021 Q3	$321K	Sell	363 -2	-0.5%	-$1.89K	0.12%	131
2021 Q2	$347K	Hold	365	–	–	0.13%	126
2021 Q1	$289K	Buy	365 +3	+0.8%	+$2.78K	0.12%	139
2020 Q4	$338K	Buy	362 +3	+0.8%	+$2.58K	0.14%	118
2020 Q3	$280K	Sell	359 -6	-2%	-$4.5K	0.15%	118
2020 Q2	$227K	Buy	+365	New	+$170K	0.2%	132

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

GIM

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

Prudent Man Advisors's LPSN Position: Q4 2021 in Review

Prudent Man Advisors sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 363 shares — an estimated $321K sold.

Prudent Man Advisors first reported a position in LPSN in Q2 2020 and held it in 6 quarters. The position peaked at $347K in Q2 2021. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

Prudent Man Advisors reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
Prudent Man Advisors sold 363 LivePerson shares in Q4 2021, an estimated $321K.
Prudent Man Advisors first reported a position in LivePerson in Q2 2020 and held it in 6 quarters.
Prudent Man Advisors's LivePerson position peaked at $347K in Q2 2021.
234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Prudent Man Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.