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Segment Wealth Management’s Lyft LYFT Stock Holding History

Segment Wealth 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
2020
Q3 		– Sell
-6,088
Closed -$201K – 208
2020
Q2 		$201K Buy
+6,088
New +$193K 0.04% 190
2020
Q1 		– Sell
-8,541
Closed -$367K – 212
2019
Q4 		$367K Buy
+8,541
New +$374K 0.06% 174

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
AEPIP
AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Segment Wealth Management's LYFT Position: Q3 2020 in Review

Segment Wealth Management sold out of Lyft (LYFT) in Q3 2020, closing a stake of 6,088 shares — an estimated $201K sold.

Segment Wealth Management first reported a position in LYFT in Q4 2019 and held it in 2 quarters. The position peaked at $367K in Q4 2019. 365 funds tracked by Wall St. Rank hold LYFT as of Q3 2020.

  • Segment Wealth Management reported no remaining Lyft position as of Q3 2020 after selling out during the quarter.
  • Segment Wealth Management sold 6,088 Lyft shares in Q3 2020, an estimated $201K.
  • Segment Wealth Management first reported a position in Lyft in Q4 2019 and held it in 2 quarters.
  • Segment Wealth Management's Lyft position peaked at $367K in Q4 2019.
  • 365 funds tracked by Wall St. Rank held Lyft as of Q3 2020.

Based on Segment Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.