Wellington Management Group
LPSN icon

Wellington Management Group’s LivePerson LPSN Stock Holding History

Wellington Management 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
Q4 		– Sell
-3,709
Closed -$524K – 2060
2022
Q3 		$524K Buy
3,709
+336
+10% +$64.4K ﹤0.01% 1789
2022
Q2 		$715K Buy
+3,373
New +$949K ﹤0.01% 1733
2020
Q2 		– Sell
-957
Closed -$327K – 1918
2020
Q1 		$327K Buy
+957
New +$464K ﹤0.01% 1779
2019
Q3 		– Sell
-2,547
Closed -$1.07M – 2075
2019
Q2 		$1.07M Buy
+2,547
New +$1.09M ﹤0.01% 1748
2013
Q4 		– Sell
-42,065
Closed -$5.96M – 2193
2013
Q3 		$5.96M Sell
42,065
-112,040
-73% -$16.4M ﹤0.01% 1395
2013
Q2 		$20.7M Buy
+154,105
New +$24.9M 0.01% 960

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group's LPSN Position: Q4 2022 in Review

Wellington Management Group sold out of LivePerson (LPSN) in Q4 2022, closing a stake of 3,709 shares — an estimated $524K sold.

Wellington Management Group first reported a position in LPSN in Q2 2013 and held it in 6 quarters. The position peaked at $20.7M in Q2 2013. 180 funds tracked by Wall St. Rank hold LPSN as of Q4 2022.

  • Wellington Management Group reported no remaining LivePerson position as of Q4 2022 after selling out during the quarter.
  • Wellington Management Group sold 3,709 LivePerson shares in Q4 2022, an estimated $524K.
  • Wellington Management Group first reported a position in LivePerson in Q2 2013 and held it in 6 quarters.
  • Wellington Management Group's LivePerson position peaked at $20.7M in Q2 2013.
  • 180 funds tracked by Wall St. Rank held LivePerson as of Q4 2022.

Based on Wellington Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.