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Shelter Haven Capital Management’s LivePerson LPSN Stock Holding History

Shelter Haven Capital Management’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
2020
Q2 		– Sell
-28,732
Closed -$9.8M – 16
2020
Q1 		$9.8M Buy
+28,732
New +$13.9M 3.72% 12

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Shelter Haven Capital Management's LPSN Position: Q2 2020 in Review

Shelter Haven Capital Management sold out of LivePerson (LPSN) in Q2 2020, closing a stake of 28,732 shares — an estimated $9.8M sold.

Shelter Haven Capital Management first reported a position in LPSN in Q1 2020 and held it in 1 quarter. The position peaked at $9.8M in Q1 2020. 208 funds tracked by Wall St. Rank hold LPSN as of Q2 2020.

  • Shelter Haven Capital Management reported no remaining LivePerson position as of Q2 2020 after selling out during the quarter.
  • Shelter Haven Capital Management sold 28,732 LivePerson shares in Q2 2020, an estimated $9.8M.
  • Shelter Haven Capital Management first reported a position in LivePerson in Q1 2020 and held it in 1 quarter.
  • Shelter Haven Capital Management's LivePerson position peaked at $9.8M in Q1 2020.
  • 208 funds tracked by Wall St. Rank held LivePerson as of Q2 2020.

Based on Shelter Haven Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.