Private Ocean’s Lyft LYFT Stock Holding History

Private Ocean’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	-78	Closed	-$748	–	532
2023 Q2	$748	Buy	78 +3	+4%	+$29	﹤0.01%	531
2023 Q1	$695	Buy	+75	New	+$906	﹤0.01%	569
2019 Q4	–	Sell	-127	Closed	-$6K	–	570
2019 Q3	$6K	Buy	+127	New	+$6.94K	﹤0.01%	460

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

Private Ocean's LYFT Position: Q3 2023 in Review

Private Ocean sold out of Lyft (LYFT) in Q3 2023, closing a stake of 78 shares — an estimated $748 sold.

Private Ocean first reported a position in LYFT in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 379 funds tracked by Wall St. Rank hold LYFT as of Q3 2023.

Private Ocean reported no remaining Lyft position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 78 Lyft shares in Q3 2023, an estimated $748.
Private Ocean first reported a position in Lyft in Q3 2019 and held it in 3 quarters.
Private Ocean's Lyft position peaked at $6K in Q3 2019.
379 funds tracked by Wall St. Rank held Lyft as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.