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Bard Financial Services’s Lyft LYFT Stock Holding History

Bard Financial Services’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
2025
Q1 		– Sell
-16,500
Closed -$213K – 214
2024
Q4 		$213K Hold
16,500
– – 0.03% 185
2024
Q3 		$210K Sell
16,500
-9,640
-37% -$115K 0.02% 193
2024
Q2 		$369K Hold
26,140
– – 0.04% 171
2024
Q1 		$506K Sell
26,140
-9,110
-26% -$140K 0.05% 153
2023
Q4 		$528K Sell
35,250
-8,600
-20% -$100K 0.06% 150
2023
Q3 		$462K Sell
43,850
-8,990
-17% -$100K 0.06% 152
2023
Q2 		$507K Sell
52,840
-8,550
-14% -$82.2K 0.04% 214
2023
Q1 		$569K Sell
61,390
-21,875
-26% -$264K 0.05% 206
2022
Q4 		$918K Sell
83,265
-650
-0.8% -$7.84K 0.08% 169
2022
Q3 		$1.1M Buy
83,915
+24,200
+41% +$372K 0.1% 144
2022
Q2 		$793K Buy
59,715
+47,590
+392% +$1.11M 0.07% 170
2022
Q1 		$466K Buy
+12,125
New +$475K 0.04% 199

Other funds holding LYFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RG
Rakuten Group Setagaya-Ku, Tokyo, Japan $2.58B AUM 250.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bard Financial Services's LYFT Position: Q1 2025 in Review

Bard Financial Services sold out of Lyft (LYFT) in Q1 2025, closing a stake of 16,500 shares — an estimated $213K sold.

Bard Financial Services first reported a position in LYFT in Q1 2022 and held it in 12 quarters. The position peaked at $1.1M in Q3 2022. 464 funds tracked by Wall St. Rank hold LYFT as of Q1 2025.

  • Bard Financial Services reported no remaining Lyft position as of Q1 2025 after selling out during the quarter.
  • Bard Financial Services sold 16,500 Lyft shares in Q1 2025, an estimated $213K.
  • Bard Financial Services first reported a position in Lyft in Q1 2022 and held it in 12 quarters.
  • Bard Financial Services's Lyft position peaked at $1.1M in Q3 2022.
  • 464 funds tracked by Wall St. Rank held Lyft as of Q1 2025.

Based on Bard Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.