Pathstone Family Office’s Lyft LYFT Stock Holding History

Pathstone Family Office’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	$290K	Buy	27,140 +9,451	+53%	+$105K	﹤0.01%	1331
2023 Q2	$173K	Buy	17,689 +1,812	+11%	+$17.4K	﹤0.01%	1162
2023 Q1	$147K	Sell	15,877 -15,877	-50%	-$192K	﹤0.01%	1113
2022 Q4	$92.1K	Sell	31,754 -3,582	-10%	-$43.2K	﹤0.01%	1445
2022 Q3	$474K	Buy	35,336 +14,461	+69%	+$222K	﹤0.01%	1096
2022 Q2	$277K	Buy	20,875 +4,569	+28%	+$107K	0.01%	830
2022 Q1	$626K	Hold	16,306	–	–	0.01%	465
2021 Q4	$696K	Buy	16,306 +429	+3%	+$20.1K	0.02%	434
2021 Q3	$851K	Buy	15,877 +617	+4%	+$32.7K	0.02%	341
2021 Q2	$923K	Hold	15,260	–	–	0.03%	290
2021 Q1	$964K	Sell	15,260 -40	-0.3%	-$2.23K	0.03%	212
2020 Q4	$752K	Buy	15,300 +300	+2%	+$10.9K	0.03%	138
2020 Q3	$413K	Hold	15,000	–	–	0.04%	130
2020 Q2	$495K	Hold	15,000	–	–	0.06%	109
2020 Q1	$403K	Sell	15,000 -3,110	-17%	-$124K	0.06%	110
2019 Q4	$7.79M	Sell	18,110 -240	-1%	-$10.5K	0.08%	82
2019 Q3	$750K	Buy	18,350 +18,110	+7,546%	+$989K	0.1%	77
2019 Q2	$16K	Buy	+240	New	+$14.4K	﹤0.01%	473

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

Pathstone Family Office's LYFT Position: Q3 2023 in Review

Pathstone Family Office increased its Lyft (LYFT) stake by 53% in Q3 2023, buying an estimated $105K and bringing the position to 27,140 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Pathstone Family Office first reported a position in LYFT in Q2 2019 and has held it in 18 quarters since. The position peaked at $7.79M in Q4 2019. 379 funds tracked by Wall St. Rank hold LYFT as of Q3 2023.

Pathstone Family Office held 27,140 shares of Lyft worth $290K as of Q3 2023.
Pathstone Family Office bought 9,451 Lyft shares in Q3 2023, an estimated $105K.
Lyft made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1331 holding.
Pathstone Family Office first reported a position in Lyft in Q2 2019 and has held it in 18 quarters since.
Pathstone Family Office's Lyft position peaked at $7.79M in Q4 2019.
379 funds tracked by Wall St. Rank held Lyft as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.