Berman Capital Advisors’s Lyft LYFT Stock Holding History

Berman Capital Advisors’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 Q3	$26K	Sell	504 -125	-20%	-$6.63K	﹤0.01%	898
2021 Q2	$38K	Buy	629 +86	+16%	+$4.95K	0.01%	678
2021 Q1	$34K	Buy	543 +234	+76%	+$13.1K	0.01%	614
2020 Q4	$15K	Sell	309 -43	-12%	-$1.56K	﹤0.01%	763
2020 Q3	$9K	Sell	352 -56	-14%	-$1.67K	﹤0.01%	841
2020 Q2	$13K	Buy	408 +227	+125%	+$7.18K	﹤0.01%	672
2020 Q1	$4K	Buy	181 +70	+63%	+$2.78K	﹤0.01%	950
2019 Q4	$3K	Sell	111 -16,224	-99%	-$711K	﹤0.01%	1110
2019 Q3	$667K	Buy	+16,335	New	+$892K	0.21%	56

Other funds holding LYFT

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Berman Capital Advisors's LYFT Position: Q3 2021 in Review

Berman Capital Advisors reduced its Lyft (LYFT) stake by 20% in Q3 2021, selling an estimated $6.63K and leaving 504 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Berman Capital Advisors first reported a position in LYFT in Q3 2019 and has held it in 9 quarters since. The position peaked at $667K in Q3 2019. 523 funds tracked by Wall St. Rank hold LYFT as of Q3 2021.

Berman Capital Advisors held 504 shares of Lyft worth $26K as of Q3 2021.
Berman Capital Advisors sold 125 Lyft shares in Q3 2021, an estimated $6.63K.
Lyft made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #898 holding.
Berman Capital Advisors first reported a position in Lyft in Q3 2019 and has held it in 9 quarters since.
Berman Capital Advisors's Lyft position peaked at $667K in Q3 2019.
523 funds tracked by Wall St. Rank held Lyft as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.