Surevest’s Lyft LYFT Stock Holding History

Surevest’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 Q2	–	Sell	-73,567	Closed	-$1.98M	–	93
2020 Q1	$1.98M	Buy	73,567 +52,201	+244%	+$2.07M	1.07%	60
2019 Q4	$919K	Buy	21,366 +3,793	+22%	+$166K	0.39%	88
2019 Q3	$718K	Buy	17,573 +3,814	+28%	+$208K	0.35%	95
2019 Q2	$904K	Buy	+13,759	New	+$827K	0.47%	78

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

AEPIP

AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

AEPI

AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's LYFT Position: Q2 2020 in Review

Surevest sold out of Lyft (LYFT) in Q2 2020, closing a stake of 73,567 shares — an estimated $1.98M sold.

Surevest first reported a position in LYFT in Q2 2019 and held it in 4 quarters. The position peaked at $1.98M in Q1 2020. 374 funds tracked by Wall St. Rank hold LYFT as of Q2 2020.

Surevest reported no remaining Lyft position as of Q2 2020 after selling out during the quarter.
Surevest sold 73,567 Lyft shares in Q2 2020, an estimated $1.98M.
Surevest first reported a position in Lyft in Q2 2019 and held it in 4 quarters.
Surevest's Lyft position peaked at $1.98M in Q1 2020.
374 funds tracked by Wall St. Rank held Lyft as of Q2 2020.

Based on Surevest's 13F filing for Q2 2020, filed 15 Jul 2020.