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Next Financial Group’s Lyft LYFT Stock Holding History

Next Financial Group’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
2021
Q4 		$112K Buy
2,623
+843
+47% +$39.4K 0.01% 1105
2021
Q3 		$96K Buy
1,780
+183
+11% +$9.7K 0.01% 1131
2021
Q2 		$96K Buy
1,597
+1,052
+193% +$60.5K 0.01% 1137
2021
Q1 		$35K Hold
545
– – ﹤0.01% 1422
2020
Q4 		$26K Sell
545
-1,138
-68% -$41.4K ﹤0.01% 1438
2020
Q3 		$46K Buy
+1,683
New +$50K 0.01% 1132
2020
Q2 		– Sell
-26
Closed -$1K – 1337
2020
Q1 		$1K Buy
26
+16
+160% +$636 ﹤0.01% 2018
2019
Q4 		$0 Buy
+10
New +$438 ﹤0.01% 2461

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Next Financial Group's LYFT Position: Q4 2021 in Review

Next Financial Group increased its Lyft (LYFT) stake by 47% in Q4 2021, buying an estimated $39.4K and bringing the position to 2,623 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #1105.

Next Financial Group first reported a position in LYFT in Q4 2019 and has held it in 8 quarters since. 517 funds tracked by Wall St. Rank hold LYFT as of Q4 2021.

  • Next Financial Group held 2,623 shares of Lyft worth $112K as of Q4 2021.
  • Next Financial Group bought 843 Lyft shares in Q4 2021, an estimated $39.4K.
  • Lyft made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1105 holding.
  • Next Financial Group first reported a position in Lyft in Q4 2019 and has held it in 8 quarters since.
  • 517 funds tracked by Wall St. Rank held Lyft as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.