Baystate Wealth Management’s Lyft LYFT Stock Holding History

Baystate Wealth Management’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
2023 Q4	$3.89K	Hold	259	–	–	﹤0.01%	943
2023 Q3	$2.74K	Hold	259	–	–	﹤0.01%	770
2023 Q2	$2.49K	Buy	259 +10	+4%	+$96	﹤0.01%	812
2023 Q1	$2.31K	Hold	249	–	–	﹤0.01%	810
2022 Q4	$3K	Hold	249	–	–	﹤0.01%	742
2022 Q3	$3K	Hold	249	–	–	﹤0.01%	702
2022 Q2	$3K	Hold	249	–	–	﹤0.01%	720
2022 Q1	$10K	Hold	249	–	–	﹤0.01%	580
2021 Q4	$11K	Buy	+249	New	+$11.7K	﹤0.01%	558
2021 Q1	–	Sell	-47	Closed	-$2K	–	786
2020 Q4	$2K	Hold	47	–	–	﹤0.01%	573
2020 Q3	$1K	Hold	47	–	–	﹤0.01%	595
2020 Q2	$2K	Hold	47	–	–	﹤0.01%	553
2020 Q1	$1K	Hold	47	–	–	﹤0.01%	559
2019 Q4	$2K	Hold	47	–	–	﹤0.01%	531
2019 Q3	$2K	Hold	47	–	–	﹤0.01%	483
2019 Q2	$3K	Buy	+47	New	+$2.83K	﹤0.01%	467

Other funds holding LYFT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's LYFT Position: Q4 2023 in Review

Baystate Wealth Management held its Lyft (LYFT) position steady in Q4 2023 at 259 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Baystate Wealth Management first reported a position in LYFT in Q2 2019 and has held it in 16 quarters since. The position peaked at $11K in Q4 2021. 395 funds tracked by Wall St. Rank hold LYFT as of Q4 2023.

Baystate Wealth Management held 259 shares of Lyft worth $3.89K as of Q4 2023.
Baystate Wealth Management left its Lyft share count unchanged in Q4 2023.
Lyft made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #943 holding.
Baystate Wealth Management first reported a position in Lyft in Q2 2019 and has held it in 16 quarters since.
Baystate Wealth Management's Lyft position peaked at $11K in Q4 2021.
395 funds tracked by Wall St. Rank held Lyft as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.