Stifel Financial
LPSN icon

Stifel Financial’s LivePerson LPSN Stock Holding History

Stifel Financial’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
Q3 		– Sell
-1,075
Closed -$1.02M – 3376
2021
Q2 		$1.02M Buy
1,075
+34
+3% +$28.7K ﹤0.01% 2081
2021
Q1 		$823K Sell
1,041
-1,991
-66% -$1.84M ﹤0.01% 2122
2020
Q4 		$2.83M Buy
+3,032
New +$2.61M 0.01% 1172
2016
Q3 		– Sell
-8,667
Closed -$825K – 2457
2016
Q2 		$825K Buy
+8,667
New +$828K ﹤0.01% 1466

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial's LPSN Position: Q3 2021 in Review

Stifel Financial sold out of LivePerson (LPSN) in Q3 2021, closing a stake of 1,075 shares — an estimated $1.02M sold.

Stifel Financial first reported a position in LPSN in Q2 2016 and held it in 4 quarters. The position peaked at $2.83M in Q4 2020. 250 funds tracked by Wall St. Rank hold LPSN as of Q3 2021.

  • Stifel Financial reported no remaining LivePerson position as of Q3 2021 after selling out during the quarter.
  • Stifel Financial sold 1,075 LivePerson shares in Q3 2021, an estimated $1.02M.
  • Stifel Financial first reported a position in LivePerson in Q2 2016 and held it in 4 quarters.
  • Stifel Financial's LivePerson position peaked at $2.83M in Q4 2020.
  • 250 funds tracked by Wall St. Rank held LivePerson as of Q3 2021.

Based on Stifel Financial's 13F filing for Q3 2021, filed 15 Nov 2021.