Sanders Morris Harris’s LiveOne LVO Stock Holding History

Sanders Morris Harris’s Portfolio LVO Stock Details LVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,643	Closed	-$11.5K	–	241
2025 Q1	$11.5K	Hold	1,643	–	–	﹤0.01%	282
2024 Q4	$24.1K	Buy	+1,643	New	+$14.3K	﹤0.01%	284
2023 Q4	–	Sell	-1,143	Closed	-$10.5K	–	210
2023 Q3	$10.5K	Buy	+1,143	New	+$18.2K	﹤0.01%	255

Other funds holding LVO

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

JBFJ

James B. Fleming Jr $905K AUM 13.63% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sanders Morris Harris's LVO Position: Q2 2025 in Review

Sanders Morris Harris sold out of LiveOne (LVO) in Q2 2025, closing a stake of 1,643 shares — an estimated $11.5K sold.

Sanders Morris Harris first reported a position in LVO in Q3 2023 and held it in 3 quarters. The position peaked at $24.1K in Q4 2024. 62 funds tracked by Wall St. Rank hold LVO as of Q2 2025.

Sanders Morris Harris reported no remaining LiveOne position as of Q2 2025 after selling out during the quarter.
Sanders Morris Harris sold 1,643 LiveOne shares in Q2 2025, an estimated $11.5K.
Sanders Morris Harris first reported a position in LiveOne in Q3 2023 and held it in 3 quarters.
Sanders Morris Harris's LiveOne position peaked at $24.1K in Q4 2024.
62 funds tracked by Wall St. Rank held LiveOne as of Q2 2025.

Based on Sanders Morris Harris's 13F filing for Q2 2025, filed 30 Jul 2025.