Jeppson Wealth Management’s Lyft LYFT Stock Holding History

Jeppson Wealth 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	-11,114	Closed	-$103K	–	199
2023 Q1	$103K	Sell	11,114 -2,449	-18%	-$29.6K	0.04%	195
2022 Q4	$149K	Buy	13,563 +1,570	+13%	+$18.9K	0.06%	197
2022 Q3	$158K	Sell	11,993 -1,298	-10%	-$20K	0.07%	187
2022 Q2	$177K	Buy	+13,291	New	+$310K	0.08%	184
2021 Q4	–	Sell	-4,520	Closed	-$242K	–	163
2021 Q3	$242K	Sell	4,520 -50	-1%	-$2.65K	0.13%	131
2021 Q2	$276K	Sell	4,570 -320	-7%	-$18.4K	0.15%	121
2021 Q1	$308K	Sell	4,890 -150	-3%	-$8.37K	0.18%	101
2020 Q4	$248K	Sell	5,040 -805	-14%	-$29.3K	0.16%	114
2020 Q3	$161K	Buy	+5,845	New	+$174K	0.13%	129

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

Jeppson Wealth Management's LYFT Position: Q2 2023 in Review

Jeppson Wealth Management sold out of Lyft (LYFT) in Q2 2023, closing a stake of 11,114 shares — an estimated $103K sold.

Jeppson Wealth Management first reported a position in LYFT in Q3 2020 and held it in 9 quarters. The position peaked at $308K in Q1 2021. 370 funds tracked by Wall St. Rank hold LYFT as of Q2 2023.

Jeppson Wealth Management reported no remaining Lyft position as of Q2 2023 after selling out during the quarter.
Jeppson Wealth Management sold 11,114 Lyft shares in Q2 2023, an estimated $103K.
Jeppson Wealth Management first reported a position in Lyft in Q3 2020 and held it in 9 quarters.
Jeppson Wealth Management's Lyft position peaked at $308K in Q1 2021.
370 funds tracked by Wall St. Rank held Lyft as of Q2 2023.

Based on Jeppson Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.