Carroll Financial Associates’s Lyft LYFT Stock Holding History

Carroll Financial Associates’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 Q4	$3K	Sell	88 -458	-84%	-$21.4K	﹤0.01%	1439
2021 Q3	$29K	Buy	546 +113	+26%	+$5.99K	﹤0.01%	892
2021 Q2	$26K	Buy	433 +76	+21%	+$4.37K	﹤0.01%	1006
2021 Q1	$22K	Hold	357	–	–	﹤0.01%	989
2020 Q4	$17K	Buy	357 +150	+72%	+$5.46K	﹤0.01%	968
2020 Q3	$5K	Buy	207 +119	+135%	+$3.54K	﹤0.01%	1186
2020 Q2	$2K	Buy	+88	New	+$2.78K	﹤0.01%	1363

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 $6.73T AUM 46.02% 1-Year Est. Return

JSP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Carroll Financial Associates's LYFT Position: Q4 2021 in Review

Carroll Financial Associates reduced its Lyft (LYFT) stake by 84% in Q4 2021, selling an estimated $21.4K and leaving 88 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Carroll Financial Associates first reported a position in LYFT in Q2 2020 and has held it in 7 quarters since. The position peaked at $29K in Q3 2021. 518 funds tracked by Wall St. Rank hold LYFT as of Q4 2021.

Carroll Financial Associates held 88 shares of Lyft worth $3K as of Q4 2021.
Carroll Financial Associates sold 458 Lyft shares in Q4 2021, an estimated $21.4K.
Lyft made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1439 holding.
Carroll Financial Associates first reported a position in Lyft in Q2 2020 and has held it in 7 quarters since.
Carroll Financial Associates's Lyft position peaked at $29K in Q3 2021.
518 funds tracked by Wall St. Rank held Lyft as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.