Shelton Capital Management’s LivePerson LPSN Stock Holding History

Shelton 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
2021 Q4	–	Sell	-276	Closed	-$244K	–	873
2021 Q3	$244K	Hold	276	–	–	0.01%	662
2021 Q2	$262K	Hold	276	–	–	0.01%	648
2021 Q1	$218K	Hold	276	–	–	0.01%	733
2020 Q4	$257K	Sell	276 -18	-6%	-$15.5K	0.01%	566
2020 Q3	$229K	Buy	+294	New	+$221K	0.01%	633
2020 Q1	–	Sell	-374	Closed	-$207K	–	751
2019 Q4	$207K	Hold	374	–	–	0.01%	747
2019 Q3	$200K	Buy	+374	New	+$199K	0.01%	756

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

Shelton Capital Management's LPSN Position: Q4 2021 in Review

Shelton Capital Management sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 276 shares — an estimated $244K sold.

Shelton Capital Management first reported a position in LPSN in Q3 2019 and held it in 7 quarters. The position peaked at $262K in Q2 2021. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

Shelton Capital Management reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
Shelton Capital Management sold 276 LivePerson shares in Q4 2021, an estimated $244K.
Shelton Capital Management first reported a position in LivePerson in Q3 2019 and held it in 7 quarters.
Shelton Capital Management's LivePerson position peaked at $262K in Q2 2021.
234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Shelton Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.