BerganKDV Wealth Management’s Lyft LYFT Stock Holding History

BerganKDV 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 Q2	$499	Buy	52 +48	+1,200%	+$462	﹤0.01%	817
2023 Q1	$38	Hold	4	–	–	﹤0.01%	1044
2022 Q4	$44	Sell	4 -13	-76%	-$157	﹤0.01%	1028
2022 Q3	$0	Buy	17 +3	+21%	+$46	﹤0.01%	1021
2022 Q2	$0	Buy	14 +13	+1,300%	+$303	﹤0.01%	1019
2022 Q1	$0	Buy	+1	New	+$39	﹤0.01%	1053
2021 Q4	–	Sell	-3	Closed	–	–	1099
2021 Q3	$0	Buy	+3	New	+$159	﹤0.01%	1074
2020 Q4	–	Sell	-15	Closed	–	–	986
2020 Q3	$0	Sell	15 -17	-53%	-$505	﹤0.01%	965
2020 Q2	$1K	Sell	32 -7	-18%	-$221	﹤0.01%	878
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	848
2019 Q4	$2K	Buy	39 +29	+290%	+$1.27K	﹤0.01%	779
2019 Q3	$0	Hold	10	–	–	﹤0.01%	736
2019 Q2	$1K	Buy	+10	New	+$601	﹤0.01%	707

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

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

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

BerganKDV Wealth Management's LYFT Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Lyft (LYFT) stake by 1,200% in Q2 2023, buying an estimated $462 and bringing the position to 52 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #817.

BerganKDV Wealth Management first reported a position in LYFT in Q2 2019 and has held it in 13 quarters since. The position peaked at $2K in Q4 2019. 370 funds tracked by Wall St. Rank hold LYFT as of Q2 2023.

BerganKDV Wealth Management held 52 shares of Lyft worth $499 as of Q2 2023.
BerganKDV Wealth Management bought 48 Lyft shares in Q2 2023, an estimated $462.
Lyft made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #817 holding.
BerganKDV Wealth Management first reported a position in Lyft in Q2 2019 and has held it in 13 quarters since.
BerganKDV Wealth Management's Lyft position peaked at $2K in Q4 2019.
370 funds tracked by Wall St. Rank held Lyft as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.