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Sageworth Trust’s LivePerson LPSN Stock Holding History

Sageworth Trust’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
-86
Closed -$5.71K – 272
2023
Q1 		$5.71K Hold
86
– – ﹤0.01% 356
2022
Q4 		$13K Sell
86
-3
-3% -$481 ﹤0.01% 196
2022
Q3 		$13K Sell
89
-202
-69% -$38.7K ﹤0.01% 186
2022
Q2 		$62K Buy
291
+289
+14,450% +$81.3K 0.01% 154
2022
Q1 		$1K Hold
2
– – ﹤0.01% 337
2021
Q4 		$1K Sell
2
-8
-80% -$5.55K ﹤0.01% 731
2021
Q3 		$9K Hold
10
– – ﹤0.01% 580
2021
Q2 		$9K Buy
+10
New +$8.43K ﹤0.01% 615

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

Sageworth Trust's LPSN Position: Q2 2023 in Review

Sageworth Trust sold out of LivePerson (LPSN) in Q2 2023, closing a stake of 86 shares — an estimated $5.71K sold.

Sageworth Trust first reported a position in LPSN in Q2 2021 and held it in 8 quarters. The position peaked at $62K in Q2 2022. 146 funds tracked by Wall St. Rank hold LPSN as of Q2 2023.

  • Sageworth Trust reported no remaining LivePerson position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 86 LivePerson shares in Q2 2023, an estimated $5.71K.
  • Sageworth Trust first reported a position in LivePerson in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's LivePerson position peaked at $62K in Q2 2022.
  • 146 funds tracked by Wall St. Rank held LivePerson as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.