ProVise Management Group’s Lyft LYFT Stock Holding History

ProVise Management Group’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
2021 Q4	–	Sell	-5,426	Closed	-$291K	–	402
2021 Q3	$291K	Sell	5,426 -325	-6%	-$17.2K	0.03%	291
2021 Q2	$348K	Sell	5,751 -40	-0.7%	-$2.3K	0.04%	261
2021 Q1	$366K	Buy	5,791 +662	+13%	+$37K	0.04%	249
2020 Q4	$252K	Buy	+5,129	New	+$187K	0.03%	288

Other funds holding LYFT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

ProVise Management Group's LYFT Position: Q4 2021 in Review

ProVise Management Group sold out of Lyft (LYFT) in Q4 2021, closing a stake of 5,426 shares — an estimated $291K sold.

ProVise Management Group first reported a position in LYFT in Q4 2020 and held it in 4 quarters. The position peaked at $366K in Q1 2021. 517 funds tracked by Wall St. Rank hold LYFT as of Q4 2021.

ProVise Management Group reported no remaining Lyft position as of Q4 2021 after selling out during the quarter.
ProVise Management Group sold 5,426 Lyft shares in Q4 2021, an estimated $291K.
ProVise Management Group first reported a position in Lyft in Q4 2020 and held it in 4 quarters.
ProVise Management Group's Lyft position peaked at $366K in Q1 2021.
517 funds tracked by Wall St. Rank held Lyft as of Q4 2021.

Based on ProVise Management Group's 13F filing for Q4 2021, filed 18 Jan 2022.