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Castleview Partners’s Lyft LYFT Stock Holding History

Castleview Partners’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
2024
Q2 		– Sell
-50
Closed -$968 – 973
2024
Q1 		$968 Sell
50
-2,880
-98% -$44.2K ﹤0.01% 799
2023
Q4 		$43.9K Buy
2,930
+2,880
+5,760% +$33.5K 0.03% 325
2023
Q3 		$527 Hold
50
– – ﹤0.01% 639
2023
Q2 		$480 Hold
50
– – ﹤0.01% 662
2023
Q1 		$464 Hold
50
– – ﹤0.01% 643
2022
Q4 		$551 Hold
50
– – ﹤0.01% 582
2022
Q3 		$1K Sell
50
-1,264
-96% -$19.4K ﹤0.01% 579
2022
Q2 		$209K Buy
1,314
+1,264
+2,528% +$29.5K 0.17% 134
2022
Q1 		$1K Sell
50
-2,086
-98% -$81.7K ﹤0.01% 679
2021
Q4 		$50 Buy
+2,136
New +$99.9K ﹤0.01% 886
2021
Q2 		$3K Buy
+50
New +$2.88K ﹤0.01% 837

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Castleview Partners's LYFT Position: Q2 2024 in Review

Castleview Partners sold out of Lyft (LYFT) in Q2 2024, closing a stake of 50 shares — an estimated $968 sold.

Castleview Partners first reported a position in LYFT in Q2 2021 and held it in 11 quarters. The position peaked at $209K in Q2 2022. 438 funds tracked by Wall St. Rank hold LYFT as of Q2 2024.

  • Castleview Partners reported no remaining Lyft position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 50 Lyft shares in Q2 2024, an estimated $968.
  • Castleview Partners first reported a position in Lyft in Q2 2021 and held it in 11 quarters.
  • Castleview Partners's Lyft position peaked at $209K in Q2 2022.
  • 438 funds tracked by Wall St. Rank held Lyft as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.