CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Lyft LYFT Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$795K Sell
59,790
-120,753
-67% -$1.87M ﹤0.01% 1725
2025
Q4 		$3.5M Buy
180,543
+21,308
+13% +$443K 0.01% 813
2025
Q3 		$3.5M Buy
159,235
+34,908
+28% +$584K 0.01% 774
2025
Q2 		$1.96M Buy
124,327
+82,274
+196% +$1.15M ﹤0.01% 976
2025
Q1 		$499K Buy
42,053
+12,941
+44% +$168K ﹤0.01% 1645
2024
Q4 		$376K Buy
29,112
+18,299
+169% +$271K ﹤0.01% 1773
2024
Q3 		$138K Buy
+10,813
New +$129K ﹤0.01% 2183
2022
Q3 		– Sell
-6,360
Closed -$84K – 3199
2022
Q2 		$84K Buy
6,360
+5,046
+384% +$118K ﹤0.01% 2340
2022
Q1 		$50K Buy
1,314
+316
+32% +$12.4K ﹤0.01% 2773
2021
Q4 		$43K Buy
998
+587
+143% +$27.5K ﹤0.01% 2772
2021
Q3 		$22K Buy
411
+143
+53% +$7.58K ﹤0.01% 3094
2021
Q2 		$16K Buy
268
+28
+12% +$1.61K ﹤0.01% 3266
2021
Q1 		$15K Buy
240
+140
+140% +$7.82K ﹤0.01% 3193
2020
Q4 		$5K Sell
100
-2,201
-96% -$80.1K ﹤0.01% 2857
2020
Q3 		$64K Sell
2,301
-275
-11% -$8.18K ﹤0.01% 1542
2020
Q2 		$82K Sell
2,576
-146
-5% -$4.62K ﹤0.01% 1420
2020
Q1 		$64K Buy
+2,722
New +$108K ﹤0.01% 1291

Other funds holding LYFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return