SkyOak Wealth’s Lyft LYFT Stock Holding History

SkyOak Wealth’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
2024 Q3	–	Sell	-12,000	Closed	-$169K	–	250
2024 Q2	$169K	Hold	12,000	–	–	0.04%	229
2024 Q1	$232K	Hold	12,000	–	–	0.06%	215
2023 Q4	$180K	Hold	12,000	–	–	0.05%	224
2023 Q3	$126K	Hold	12,000	–	–	0.04%	220
2023 Q2	$115K	Hold	12,000	–	–	0.03%	227
2023 Q1	$111K	Hold	12,000	–	–	0.03%	233
2022 Q4	$132K	Hold	12,000	–	–	0.04%	209
2022 Q3	$158K	Hold	12,000	–	–	0.06%	198
2022 Q2	$159K	Hold	12,000	–	–	0.05%	201
2022 Q1	$461K	Hold	12,000	–	–	0.13%	139
2021 Q4	$513K	Sell	12,000 -1,000	-8%	-$46.8K	0.13%	132
2021 Q3	$697K	Hold	13,000	–	–	0.19%	109
2021 Q2	$786K	Hold	13,000	–	–	0.21%	97
2021 Q1	$824K	Hold	13,000	–	–	0.23%	96
2020 Q4	$639K	Hold	13,000	–	–	0.2%	115
2020 Q3	$358K	Hold	13,000	–	–	0.13%	137
2020 Q2	$429K	Hold	13,000	–	–	0.16%	140
2020 Q1	$349K	Buy	+13,000	New	+$516K	0.18%	140

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

SkyOak Wealth's LYFT Position: Q3 2024 in Review

SkyOak Wealth sold out of Lyft (LYFT) in Q3 2024, closing a stake of 12,000 shares — an estimated $169K sold.

SkyOak Wealth first reported a position in LYFT in Q1 2020 and held it in 18 quarters. The position peaked at $824K in Q1 2021. 429 funds tracked by Wall St. Rank hold LYFT as of Q3 2024.

SkyOak Wealth reported no remaining Lyft position as of Q3 2024 after selling out during the quarter.
SkyOak Wealth sold 12,000 Lyft shares in Q3 2024, an estimated $169K.
SkyOak Wealth first reported a position in Lyft in Q1 2020 and held it in 18 quarters.
SkyOak Wealth's Lyft position peaked at $824K in Q1 2021.
429 funds tracked by Wall St. Rank held Lyft as of Q3 2024.

Based on SkyOak Wealth's 13F filing for Q3 2024, filed 4 Nov 2024.