PFS Investments’s Lyft LYFT Stock Holding History

PFS Investments’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 Q2	–	Sell	-74,848	Closed	-$706K	–	526
2023 Q1	$706K	Sell	74,848 -8,451	-10%	-$102K	0.01%	378
2022 Q4	$918K	Sell	83,299 -3,458	-4%	-$41.7K	0.02%	342
2022 Q3	$1.14K	Buy	86,757 +1,468	+2%	+$22.6K	0.02%	327
2022 Q2	$1.13M	Buy	85,289 +7,702	+10%	+$180K	0.02%	327
2022 Q1	$2.98M	Buy	77,587 +21,368	+38%	+$837K	0.06%	242
2021 Q4	$2.4M	Buy	56,219 +9,233	+20%	+$432K	0.05%	259
2021 Q3	$2.6M	Buy	46,986 +8,566	+22%	+$454K	0.05%	239
2021 Q2	$2.31M	Buy	+38,420	New	+$2.21M	0.05%	234

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

PFS Investments's LYFT Position: Q2 2023 in Review

PFS Investments sold out of Lyft (LYFT) in Q2 2023, closing a stake of 74,848 shares — an estimated $706K sold.

PFS Investments first reported a position in LYFT in Q2 2021 and held it in 8 quarters. The position peaked at $2.98M in Q1 2022. 370 funds tracked by Wall St. Rank hold LYFT as of Q2 2023.

PFS Investments reported no remaining Lyft position as of Q2 2023 after selling out during the quarter.
PFS Investments sold 74,848 Lyft shares in Q2 2023, an estimated $706K.
PFS Investments first reported a position in Lyft in Q2 2021 and held it in 8 quarters.
PFS Investments's Lyft position peaked at $2.98M in Q1 2022.
370 funds tracked by Wall St. Rank held Lyft as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.