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Sargent Investment Group’s LivePerson LPSN Stock Holding History

Sargent Investment 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
2022
Q3 		– Sell
-749
Closed -$159K – 194
2022
Q2 		$159K Sell
749
-165
-18% -$46.4K 0.05% 170
2022
Q1 		$335K Sell
914
-16
-2% -$6.46K 0.08% 140
2021
Q4 		$498K Sell
930
-665
-42% -$461K 0.11% 116
2021
Q3 		$1.41M Buy
1,595
+24
+2% +$22.7K 0.34% 55
2021
Q2 		$1.49M Buy
1,571
+82
+6% +$69.1K 0.35% 53
2021
Q1 		$1.18M Buy
1,489
+70
+5% +$64.8K 0.31% 63
2020
Q4 		$1.32M Sell
1,419
-195
-12% -$168K 0.42% 52
2020
Q3 		$1.26M Buy
1,614
+364
+29% +$273K 0.46% 48
2020
Q2 		$805K Buy
1,250
+165
+15% +$76.8K 0.3% 62
2020
Q1 		$370K Buy
+1,085
New +$526K 0.17% 103

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sargent Investment Group's LPSN Position: Q3 2022 in Review

Sargent Investment Group sold out of LivePerson (LPSN) in Q3 2022, closing a stake of 749 shares — an estimated $159K sold.

Sargent Investment Group first reported a position in LPSN in Q1 2020 and held it in 10 quarters. The position peaked at $1.49M in Q2 2021. 183 funds tracked by Wall St. Rank hold LPSN as of Q3 2022.

  • Sargent Investment Group reported no remaining LivePerson position as of Q3 2022 after selling out during the quarter.
  • Sargent Investment Group sold 749 LivePerson shares in Q3 2022, an estimated $159K.
  • Sargent Investment Group first reported a position in LivePerson in Q1 2020 and held it in 10 quarters.
  • Sargent Investment Group's LivePerson position peaked at $1.49M in Q2 2021.
  • 183 funds tracked by Wall St. Rank held LivePerson as of Q3 2022.

Based on Sargent Investment Group's 13F filing for Q3 2022, filed 27 Oct 2022.