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Northeast Financial Consultants’s Lyft LYFT Stock Holding History

Northeast Financial Consultants’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
Q1 		– Sell
-11,054
Closed -$122K – 327
2022
Q4 		$122K Hold
11,054
– – 0.01% 307
2022
Q3 		$146K Hold
11,054
– – 0.01% 320
2022
Q2 		$147K Buy
11,054
+902
+9% +$21K 0.01% 317
2022
Q1 		$390K Buy
10,152
+2,756
+37% +$108K 0.02% 265
2021
Q4 		$316K Buy
7,396
+1,366
+23% +$63.9K 0.02% 275
2021
Q3 		$323K Buy
6,030
+852
+16% +$45.2K 0.02% 272
2021
Q2 		$313K Buy
+5,178
New +$298K 0.02% 277

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Northeast Financial Consultants's LYFT Position: Q1 2023 in Review

Northeast Financial Consultants sold out of Lyft (LYFT) in Q1 2023, closing a stake of 11,054 shares — an estimated $122K sold.

Northeast Financial Consultants first reported a position in LYFT in Q2 2021 and held it in 7 quarters. The position peaked at $390K in Q1 2022. 386 funds tracked by Wall St. Rank hold LYFT as of Q1 2023.

  • Northeast Financial Consultants reported no remaining Lyft position as of Q1 2023 after selling out during the quarter.
  • Northeast Financial Consultants sold 11,054 Lyft shares in Q1 2023, an estimated $122K.
  • Northeast Financial Consultants first reported a position in Lyft in Q2 2021 and held it in 7 quarters.
  • Northeast Financial Consultants's Lyft position peaked at $390K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Lyft as of Q1 2023.

Based on Northeast Financial Consultants's 13F filing for Q1 2023, filed 15 May 2023.