Valley National Advisers’s Lyft LYFT Stock Holding History

Valley National Advisers’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	-120	Closed	-$1K	–	978
2024 Q2	$1K	Hold	120	–	–	﹤0.01%	1069
2024 Q1	$2K	Sell	120 -300	-71%	-$4.6K	﹤0.01%	968
2023 Q4	$6K	Buy	420 +80	+24%	+$932	﹤0.01%	754
2023 Q3	$4K	Buy	340 +40	+13%	+$446	﹤0.01%	735
2023 Q2	$3K	Hold	300	–	–	﹤0.01%	741
2023 Q1	$3K	Hold	300	–	–	﹤0.01%	726
2022 Q4	$4K	Hold	300	–	–	﹤0.01%	689
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	712
2022 Q2	$4K	Buy	300 +25	+9%	+$583	﹤0.01%	694
2022 Q1	$11K	Hold	275	–	–	﹤0.01%	587
2021 Q4	$12K	Hold	275	–	–	﹤0.01%	579
2021 Q3	$15K	Hold	275	–	–	﹤0.01%	529
2021 Q2	$17K	Hold	275	–	–	﹤0.01%	515
2021 Q1	$17K	Hold	275	–	–	﹤0.01%	476
2020 Q4	$14K	Hold	275	–	–	﹤0.01%	481
2020 Q3	$8K	Hold	275	–	–	﹤0.01%	505
2020 Q2	$9K	Hold	275	–	–	﹤0.01%	489
2020 Q1	$7K	Hold	275	–	–	﹤0.01%	506
2019 Q4	$12K	Hold	275	–	–	﹤0.01%	498
2019 Q3	$11K	Hold	275	–	–	﹤0.01%	497
2019 Q2	$18K	Buy	275 +200	+267%	+$12K	﹤0.01%	416
2019 Q1	$6K	Buy	+75	New	+$5.87K	﹤0.01%	537

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

Valley National Advisers's LYFT Position: Q3 2024 in Review

Valley National Advisers sold out of Lyft (LYFT) in Q3 2024, closing a stake of 120 shares — an estimated $1K sold.

Valley National Advisers first reported a position in LYFT in Q1 2019 and held it in 22 quarters. The position peaked at $18K in Q2 2019. 429 funds tracked by Wall St. Rank hold LYFT as of Q3 2024.

Valley National Advisers reported no remaining Lyft position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 120 Lyft shares in Q3 2024, an estimated $1K.
Valley National Advisers first reported a position in Lyft in Q1 2019 and held it in 22 quarters.
Valley National Advisers's Lyft position peaked at $18K in Q2 2019.
429 funds tracked by Wall St. Rank held Lyft as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.