Rockbridge Investment Management’s Lyft LYFT Stock Holding History

Rockbridge Investment 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
2022 Q3	–	Sell	-343	Closed	-$4.56K	–	387
2022 Q2	$4.56K	Sell	343 -328	-49%	-$7.65K	﹤0.01%	472
2022 Q1	$25.2K	Hold	671	–	–	﹤0.01%	388
2021 Q4	$29K	Buy	671 +328	+96%	+$15.3K	﹤0.01%	431
2021 Q3	$18K	Hold	343	–	–	﹤0.01%	459
2021 Q2	$21K	Hold	343	–	–	﹤0.01%	436
2021 Q1	$22K	Hold	343	–	–	﹤0.01%	415
2020 Q4	$17K	Hold	343	–	–	﹤0.01%	436
2020 Q3	$9K	Sell	343 -152	-31%	-$4.52K	﹤0.01%	477
2020 Q2	$16K	Buy	+495	New	+$15.7K	﹤0.01%	371

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Rockbridge Investment Management's LYFT Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Lyft (LYFT) in Q3 2022, closing a stake of 343 shares — an estimated $4.56K sold.

Rockbridge Investment Management first reported a position in LYFT in Q2 2020 and held it in 9 quarters. The position peaked at $29K in Q4 2021. 432 funds tracked by Wall St. Rank hold LYFT as of Q3 2022.

Rockbridge Investment Management reported no remaining Lyft position as of Q3 2022 after selling out during the quarter.
Rockbridge Investment Management sold 343 Lyft shares in Q3 2022, an estimated $4.56K.
Rockbridge Investment Management first reported a position in Lyft in Q2 2020 and held it in 9 quarters.
Rockbridge Investment Management's Lyft position peaked at $29K in Q4 2021.
432 funds tracked by Wall St. Rank held Lyft as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.