Excalibur Management’s Lyft LYFT Stock Holding History

Excalibur 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 Q2	–	Sell	-15,212	Closed	-$584K	–	161
2022 Q1	$584K	Buy	15,212 +520	+4%	+$20.4K	0.25%	88
2021 Q4	$628K	Buy	14,692 +2,267	+18%	+$106K	0.25%	89
2021 Q3	$666K	Sell	12,425 -390	-3%	-$20.7K	0.29%	82
2021 Q2	$775K	Sell	12,815 -8	-0.1%	-$460	0.35%	69
2021 Q1	$810K	Sell	12,823 -504	-4%	-$28.1K	0.4%	63
2020 Q4	$655K	Buy	+13,327	New	+$485K	0.35%	67

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

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

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Excalibur Management's LYFT Position: Q2 2022 in Review

Excalibur Management sold out of Lyft (LYFT) in Q2 2022, closing a stake of 15,212 shares — an estimated $584K sold.

Excalibur Management first reported a position in LYFT in Q4 2020 and held it in 6 quarters. The position peaked at $810K in Q1 2021. 465 funds tracked by Wall St. Rank hold LYFT as of Q2 2022.

Excalibur Management reported no remaining Lyft position as of Q2 2022 after selling out during the quarter.
Excalibur Management sold 15,212 Lyft shares in Q2 2022, an estimated $584K.
Excalibur Management first reported a position in Lyft in Q4 2020 and held it in 6 quarters.
Excalibur Management's Lyft position peaked at $810K in Q1 2021.
465 funds tracked by Wall St. Rank held Lyft as of Q2 2022.

Based on Excalibur Management's 13F filing for Q2 2022, filed 25 Jul 2022.