Institutional & Family Asset Management’s Lyft LYFT Stock Holding History

Institutional & Family Asset 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
2023 Q2	–	Sell	-912	Closed	-$8.45K	–	781
2023 Q1	$8.45K	Sell	912 -47	-5%	-$568	﹤0.01%	398
2022 Q4	$10.6K	Buy	959 +20	+2%	+$241	﹤0.01%	369
2022 Q3	$12K	Hold	939	–	–	﹤0.01%	369
2022 Q2	$12K	Buy	939 +95	+11%	+$2.21K	﹤0.01%	368
2022 Q1	$32K	Buy	844 +253	+43%	+$9.91K	0.01%	298
2021 Q4	$25K	Buy	591 +30	+5%	+$1.4K	﹤0.01%	343
2021 Q3	$30K	Buy	561 +232	+71%	+$12.3K	﹤0.01%	403
2021 Q2	$20K	Buy	+329	New	+$18.9K	﹤0.01%	483
2021 Q1	–	Sell	-7	Closed	–	–	972
2020 Q4	$0	Hold	7	–	–	﹤0.01%	901
2020 Q3	$0	Hold	7	–	–	﹤0.01%	871
2020 Q2	$0	Hold	7	–	–	﹤0.01%	882
2020 Q1	$0	Hold	7	–	–	﹤0.01%	873
2019 Q4	$0	Hold	7	–	–	﹤0.01%	876
2019 Q3	$0	Buy	7 +2	+40%	+$109	﹤0.01%	861
2019 Q2	$0	Buy	5 +2	+67%	+$120	﹤0.01%	861
2019 Q1	$0	Buy	+3	New	+$235	﹤0.01%	866

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Institutional & Family Asset Management's LYFT Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Lyft (LYFT) in Q2 2023, closing a stake of 912 shares — an estimated $8.45K sold.

Institutional & Family Asset Management first reported a position in LYFT in Q1 2019 and held it in 16 quarters. The position peaked at $32K in Q1 2022. 370 funds tracked by Wall St. Rank hold LYFT as of Q2 2023.

Institutional & Family Asset Management reported no remaining Lyft position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 912 Lyft shares in Q2 2023, an estimated $8.45K.
Institutional & Family Asset Management first reported a position in Lyft in Q1 2019 and held it in 16 quarters.
Institutional & Family Asset Management's Lyft position peaked at $32K in Q1 2022.
370 funds tracked by Wall St. Rank held Lyft as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.