AIA
LYFT icon

Avalon Investment & Advisory’s Lyft LYFT Stock Holding History

Avalon Investment & Advisory’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,181
Closed -$224K – 321
2021
Q3 		$224K Sell
4,181
-94,648
-96% -$5.02M 0.01% 330
2021
Q2 		$5.98M Buy
98,829
+8,284
+9% +$476K 0.13% 130
2021
Q1 		$5.72M Buy
90,545
+3,386
+4% +$189K 0.13% 122
2020
Q4 		$4.28M Buy
87,159
+20,553
+31% +$748K 0.09% 144
2020
Q3 		$1.83M Sell
66,606
-8,981
-12% -$267K 0.04% 190
2020
Q2 		$2.5M Sell
75,587
-21,550
-22% -$681K 0.06% 172
2020
Q1 		$2.61M Buy
+97,137
New +$3.86M 0.07% 176

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Avalon Investment & Advisory's LYFT Position: Q4 2021 in Review

Avalon Investment & Advisory sold out of Lyft (LYFT) in Q4 2021, closing a stake of 4,181 shares — an estimated $224K sold.

Avalon Investment & Advisory first reported a position in LYFT in Q1 2020 and held it in 7 quarters. The position peaked at $5.98M in Q2 2021. 517 funds tracked by Wall St. Rank hold LYFT as of Q4 2021.

  • Avalon Investment & Advisory reported no remaining Lyft position as of Q4 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 4,181 Lyft shares in Q4 2021, an estimated $224K.
  • Avalon Investment & Advisory first reported a position in Lyft in Q1 2020 and held it in 7 quarters.
  • Avalon Investment & Advisory's Lyft position peaked at $5.98M in Q2 2021.
  • 517 funds tracked by Wall St. Rank held Lyft as of Q4 2021.

Based on Avalon Investment & Advisory's 13F filing for Q4 2021, filed 14 Feb 2022.