Burleson & Co’s Lyft LYFT Stock Holding History

Burleson & Co’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 Q3	–	Sell	-48	Closed	-$1K	–	452
2022 Q2	$1K	Buy	+48	New	+$1.12K	﹤0.01%	380
2022 Q1	–	Sell	-95,259	Closed	-$4.07M	–	437
2021 Q4	$4.07M	Buy	+95,259	New	+$4.46M	0.59%	36

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 $336B AUM 34.66% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Burleson & Co's LYFT Position: Q3 2022 in Review

Burleson & Co sold out of Lyft (LYFT) in Q3 2022, closing a stake of 48 shares — an estimated $1K sold.

Burleson & Co first reported a position in LYFT in Q4 2021 and held it in 2 quarters. The position peaked at $4.07M in Q4 2021. 433 funds tracked by Wall St. Rank hold LYFT as of Q3 2022.

Burleson & Co reported no remaining Lyft position as of Q3 2022 after selling out during the quarter.
Burleson & Co sold 48 Lyft shares in Q3 2022, an estimated $1K.
Burleson & Co first reported a position in Lyft in Q4 2021 and held it in 2 quarters.
Burleson & Co's Lyft position peaked at $4.07M in Q4 2021.
433 funds tracked by Wall St. Rank held Lyft as of Q3 2022.

Based on Burleson & Co's 13F filing for Q3 2022, filed 17 Oct 2022.