MIS
LYFT icon

Morningstar Investment Services’s Lyft LYFT Stock Holding History

Morningstar Investment Services’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
-14,823
Closed -$240K – 223
2022
Q3 		$240K Sell
14,823
-944,994
-98% -$14.5M ﹤0.01% 207
2022
Q2 		$13.6M Sell
959,817
-120,184
-11% -$2.8M 0.18% 102
2022
Q1 		$42.2M Buy
1,080,001
+208,165
+24% +$8.15M 0.47% 56
2021
Q4 		$37.3M Buy
871,836
+21,330
+3% +$998K 0.41% 63
2021
Q3 		$45.4M Buy
850,506
+17,167
+2% +$910K 0.54% 49
2021
Q2 		$50M Buy
833,339
+26,328
+3% +$1.51M 0.6% 46
2021
Q1 		$50.9M Sell
807,011
-35,513
-4% -$1.98M 0.66% 45
2020
Q4 		$41.4M Buy
842,524
+25,160
+3% +$916K 0.58% 47
2020
Q3 		$22.2M Buy
817,364
+39,139
+5% +$1.16M 0.34% 73
2020
Q2 		$25.7M Buy
778,225
+67,780
+10% +$2.14M 0.42% 64
2020
Q1 		$19.1M Buy
710,445
+39,581
+6% +$1.57M 0.35% 79
2019
Q4 		$28.9M Buy
670,864
+452,401
+207% +$19.8M 0.45% 72
2019
Q3 		$8.94M Buy
218,463
+13,235
+6% +$723K 0.15% 113
2019
Q2 		$13.5M Buy
+205,228
New +$12.3M 0.22% 104

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
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
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Morningstar Investment Services's LYFT Position: Q4 2022 in Review

Morningstar Investment Services sold out of Lyft (LYFT) in Q4 2022, closing a stake of 14,823 shares — an estimated $240K sold.

Morningstar Investment Services first reported a position in LYFT in Q2 2019 and held it in 14 quarters. The position peaked at $50.9M in Q1 2021. 424 funds tracked by Wall St. Rank hold LYFT as of Q4 2022.

  • Morningstar Investment Services reported no remaining Lyft position as of Q4 2022 after selling out during the quarter.
  • Morningstar Investment Services sold 14,823 Lyft shares in Q4 2022, an estimated $240K.
  • Morningstar Investment Services first reported a position in Lyft in Q2 2019 and held it in 14 quarters.
  • Morningstar Investment Services's Lyft position peaked at $50.9M in Q1 2021.
  • 424 funds tracked by Wall St. Rank held Lyft as of Q4 2022.

Based on Morningstar Investment Services's 13F filing for Q4 2022, filed 10 Feb 2023.