USCA RIA’s Lyft LYFT Stock Holding History

USCA RIA’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
2021 Q2	$217K	Sell	3,595 -2,704	-43%	-$156K	0.01%	532
2021 Q1	$398K	Buy	6,299 +718	+13%	+$40.1K	0.03%	410
2020 Q4	$274K	Buy	+5,581	New	+$203K	0.02%	420
2020 Q2	–	Sell	-9,581	Closed	-$257K	–	464
2020 Q1	$257K	Buy	9,581 +1,156	+14%	+$45.9K	0.03%	345
2019 Q4	$362K	Sell	8,425 -63	-0.7%	-$2.76K	0.03%	371
2019 Q3	$347K	Buy	+8,488	New	+$464K	0.03%	353

Other funds holding LYFT

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USCA RIA's LYFT Position: Q2 2021 in Review

USCA RIA reduced its Lyft (LYFT) stake by 43% in Q2 2021, selling an estimated $156K and leaving 3,595 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #532.

USCA RIA first reported a position in LYFT in Q3 2019 and has held it in 6 quarters since. The position peaked at $398K in Q1 2021. 536 funds tracked by Wall St. Rank hold LYFT as of Q2 2021.

USCA RIA held 3,595 shares of Lyft worth $217K as of Q2 2021.
USCA RIA sold 2,704 Lyft shares in Q2 2021, an estimated $156K.
Lyft made up 0.01% of USCA RIA's portfolio in Q2 2021, its #532 holding.
USCA RIA first reported a position in Lyft in Q3 2019 and has held it in 6 quarters since.
USCA RIA's Lyft position peaked at $398K in Q1 2021.
536 funds tracked by Wall St. Rank held Lyft as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.