Trevian Wealth Management’s Lyft LYFT Stock Holding History

Trevian 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
2023 Q3	–	Sell	-18,847	Closed	-$181K	–	31
2023 Q2	$181K	Sell	18,847 -422	-2%	-$4.06K	1.44%	13
2023 Q1	$179K	Buy	+19,269	New	+$233K	0.17%	32

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 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

Trevian Wealth Management's LYFT Position: Q3 2023 in Review

Trevian Wealth Management sold out of Lyft (LYFT) in Q3 2023, closing a stake of 18,847 shares — an estimated $181K sold.

Trevian Wealth Management first reported a position in LYFT in Q1 2023 and held it in 2 quarters. The position peaked at $181K in Q2 2023. 379 funds tracked by Wall St. Rank hold LYFT as of Q3 2023.

Trevian Wealth Management reported no remaining Lyft position as of Q3 2023 after selling out during the quarter.
Trevian Wealth Management sold 18,847 Lyft shares in Q3 2023, an estimated $181K.
Trevian Wealth Management first reported a position in Lyft in Q1 2023 and held it in 2 quarters.
Trevian Wealth Management's Lyft position peaked at $181K in Q2 2023.
379 funds tracked by Wall St. Rank held Lyft as of Q3 2023.

Based on Trevian Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.