Summit Trail Advisors’s Lyft LYFT Stock Holding History

Summit Trail Advisors’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
2026 Q1	$406K	Buy	30,525 +7,030	+30%	+$109K	0.01%	1227
2025 Q4	$455K	Buy	23,495 +2,045	+10%	+$42.5K	0.01%	1106
2025 Q3	$472K	Sell	21,450 -11,848	-36%	-$198K	0.01%	1096
2025 Q2	$525K	Buy	33,298 +2,774	+9%	+$38.9K	0.01%	720
2025 Q1	$362K	Buy	30,524 +3,275	+12%	+$42.6K	0.01%	290
2024 Q4	$352K	Buy	27,249 +1,182	+5%	+$17.5K	0.01%	269
2024 Q3	$332K	Buy	26,067 +565	+2%	+$6.75K	0.01%	514
2024 Q2	$360K	Sell	25,502 -13,225	-34%	-$215K	0.01%	441
2024 Q1	$749K	Sell	38,727 -15,647	-29%	-$240K	0.02%	261
2023 Q4	$815K	Sell	54,374 -1,070	-2%	-$12.5K	0.03%	204
2023 Q3	$584K	Buy	55,444 +339	+0.6%	+$3.78K	0.02%	248
2023 Q2	$528K	Buy	55,105 +2,764	+5%	+$26.6K	0.02%	255
2023 Q1	$485K	Buy	52,341 +739	+1%	+$8.93K	0.02%	222
2022 Q4	$569K	Buy	51,602 +7,998	+18%	+$96.5K	0.03%	167
2022 Q3	$574K	Sell	43,604 -21,453	-33%	-$330K	0.03%	158
2022 Q2	$864K	Buy	65,057 +20,135	+45%	+$469K	0.05%	134
2022 Q1	$1.73M	Buy	44,922 +21	+0%	+$822	0.14%	73
2021 Q4	$1.92M	Sell	44,901 -18,822	-30%	-$881K	0.12%	91
2021 Q3	$3.42M	Buy	+63,723	New	+$3.38M	0.26%	55

Other funds holding LYFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return