Occidental Asset Management’s Lyft LYFT Stock Holding History

Occidental 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 Q3	–	Sell	-15,774	Closed	-$151K	–	216
2023 Q2	$151K	Sell	15,774 -634	-4%	-$6.1K	0.03%	208
2023 Q1	$152K	Buy	16,408 +3,061	+23%	+$37K	0.04%	197
2022 Q4	$147K	Buy	13,347 +1,431	+12%	+$17.3K	0.04%	195
2022 Q3	$157K	Buy	+11,916	New	+$183K	0.05%	174
2022 Q2	–	Sell	-7,783	Closed	-$299K	–	189
2022 Q1	$299K	Buy	7,783 +1,355	+21%	+$53.1K	0.08%	158
2021 Q4	$275K	Sell	6,428 -1,307	-17%	-$61.1K	0.07%	174
2021 Q3	$415K	Buy	7,735 +2,043	+36%	+$108K	0.11%	151
2021 Q2	$344K	Buy	5,692 +1,370	+32%	+$78.8K	0.09%	163
2021 Q1	$273K	Buy	+4,322	New	+$241K	0.08%	168

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

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

Occidental Asset Management's LYFT Position: Q3 2023 in Review

Occidental Asset Management sold out of Lyft (LYFT) in Q3 2023, closing a stake of 15,774 shares — an estimated $151K sold.

Occidental Asset Management first reported a position in LYFT in Q1 2021 and held it in 9 quarters. The position peaked at $415K in Q3 2021. 379 funds tracked by Wall St. Rank hold LYFT as of Q3 2023.

Occidental Asset Management reported no remaining Lyft position as of Q3 2023 after selling out during the quarter.
Occidental Asset Management sold 15,774 Lyft shares in Q3 2023, an estimated $151K.
Occidental Asset Management first reported a position in Lyft in Q1 2021 and held it in 9 quarters.
Occidental Asset Management's Lyft position peaked at $415K in Q3 2021.
379 funds tracked by Wall St. Rank held Lyft as of Q3 2023.

Based on Occidental Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.