Security National Trust’s Lyft LYFT Stock Holding History

Security National Trust’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 Q3	$145K	Hold	2,400	–	–	0.03%	187
2021 Q2	$145K	Hold	2,400	–	–	0.03%	195
2021 Q1	$152K	Hold	2,400	–	–	0.04%	188
2020 Q4	$118K	Hold	2,400	–	–	0.03%	211
2020 Q3	$66K	Sell	2,400 -200	-8%	-$5.95K	0.02%	237
2020 Q2	$86K	Hold	2,600	–	–	0.03%	222
2020 Q1	$70K	Buy	+2,600	New	+$103K	0.03%	224

Other funds holding LYFT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JSP

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Security National Trust's LYFT Position: Q3 2021 in Review

Security National Trust held its Lyft (LYFT) position steady in Q3 2021 at 2,400 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #187.

Security National Trust first reported a position in LYFT in Q1 2020 and has held it in 7 quarters since. The position peaked at $152K in Q1 2021. 523 funds tracked by Wall St. Rank hold LYFT as of Q3 2021.

Security National Trust held 2,400 shares of Lyft worth $145K as of Q3 2021.
Security National Trust left its Lyft share count unchanged in Q3 2021.
Lyft made up 0.03% of Security National Trust's portfolio in Q3 2021, its #187 holding.
Security National Trust first reported a position in Lyft in Q1 2020 and has held it in 7 quarters since.
Security National Trust's Lyft position peaked at $152K in Q1 2021.
523 funds tracked by Wall St. Rank held Lyft as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.