Bourgeon Capital Management’s Lyft LYFT Stock Holding History

Bourgeon Capital 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
2022 Q4	–	Sell	-411	Closed	-$5K	–	437
2022 Q3	$5K	Buy	+411	New	+$6.32K	﹤0.01%	257

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Bourgeon Capital Management's LYFT Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Lyft (LYFT) in Q4 2022, closing a stake of 411 shares — an estimated $5K sold.

Bourgeon Capital Management first reported a position in LYFT in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 423 funds tracked by Wall St. Rank hold LYFT as of Q4 2022.

Bourgeon Capital Management reported no remaining Lyft position as of Q4 2022 after selling out during the quarter.
Bourgeon Capital Management sold 411 Lyft shares in Q4 2022, an estimated $5K.
Bourgeon Capital Management first reported a position in Lyft in Q3 2022 and held it in 1 quarter.
Bourgeon Capital Management's Lyft position peaked at $5K in Q3 2022.
423 funds tracked by Wall St. Rank held Lyft as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.