WhitTier Trust Company’s Lyft LYFT Stock Holding History

WhitTier Trust Company’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 Q2	–	Sell	-341	Closed	-$3.16K	–	1182
2023 Q1	$3.16K	Sell	341 -53	-13%	-$640	﹤0.01%	1053
2022 Q4	$4.34K	Hold	394	–	–	﹤0.01%	1026
2022 Q3	$5K	Sell	394 -2	-0.5%	-$31	﹤0.01%	981
2022 Q2	$5K	Sell	396 -53,113	-99%	-$1.24M	﹤0.01%	1002
2022 Q1	$2.05M	Buy	53,509 +9,208	+21%	+$361K	0.07%	206
2021 Q4	$1.89M	Buy	44,301 +42,572	+2,462%	+$1.99M	0.07%	213
2021 Q3	$93K	Buy	+1,729	New	+$91.7K	﹤0.01%	571

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

WhitTier Trust Company's LYFT Position: Q2 2023 in Review

WhitTier Trust Company sold out of Lyft (LYFT) in Q2 2023, closing a stake of 341 shares — an estimated $3.16K sold.

WhitTier Trust Company first reported a position in LYFT in Q3 2021 and held it in 7 quarters. The position peaked at $2.05M in Q1 2022. 370 funds tracked by Wall St. Rank hold LYFT as of Q2 2023.

WhitTier Trust Company reported no remaining Lyft position as of Q2 2023 after selling out during the quarter.
WhitTier Trust Company sold 341 Lyft shares in Q2 2023, an estimated $3.16K.
WhitTier Trust Company first reported a position in Lyft in Q3 2021 and held it in 7 quarters.
WhitTier Trust Company's Lyft position peaked at $2.05M in Q1 2022.
370 funds tracked by Wall St. Rank held Lyft as of Q2 2023.

Based on WhitTier Trust Company's 13F filing for Q2 2023, filed 24 Jul 2023.