HCR Wealth Advisors’s Lyft LYFT Stock Holding History

HCR Wealth 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
2022 Q4	–	Sell	-32,881	Closed	-$433K	–	180
2022 Q3	$433K	Hold	32,881	–	–	0.09%	112
2022 Q2	$437K	Buy	32,881 +4,510	+16%	+$105K	0.09%	118
2022 Q1	$1.09M	Buy	28,371 +4,497	+19%	+$176K	0.18%	93
2021 Q4	$1.02M	Buy	23,874 +3,387	+17%	+$158K	0.16%	102
2021 Q3	$1.1M	Buy	20,487 +4,147	+25%	+$220K	0.18%	97
2021 Q2	$988K	Buy	16,340 +4,620	+39%	+$266K	0.17%	101
2021 Q1	$740K	Buy	11,720 +4,438	+61%	+$248K	0.15%	104
2020 Q4	$358K	Buy	+7,282	New	+$265K	0.07%	138

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 $295B AUM 31.6% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

HCR Wealth Advisors's LYFT Position: Q4 2022 in Review

HCR Wealth Advisors sold out of Lyft (LYFT) in Q4 2022, closing a stake of 32,881 shares — an estimated $433K sold.

HCR Wealth Advisors first reported a position in LYFT in Q4 2020 and held it in 8 quarters. The position peaked at $1.1M in Q3 2021. 423 funds tracked by Wall St. Rank hold LYFT as of Q4 2022.

HCR Wealth Advisors reported no remaining Lyft position as of Q4 2022 after selling out during the quarter.
HCR Wealth Advisors sold 32,881 Lyft shares in Q4 2022, an estimated $433K.
HCR Wealth Advisors first reported a position in Lyft in Q4 2020 and held it in 8 quarters.
HCR Wealth Advisors's Lyft position peaked at $1.1M in Q3 2021.
423 funds tracked by Wall St. Rank held Lyft as of Q4 2022.

Based on HCR Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.